Skip to main content

Portal: How to configure a back office account

Configuring a back office account once it has been created.

S
Written by Steve Cole
Updated over a month ago

After you created a back office account on portal, you need to configure it. Follow the steps below.

  1. Go to Security, click User Management, then on the System Users widget, search for the relevant user.

  2. Click the three-dots and select Manage Account.

    πŸ€“Tip: On the System Users widget, select All Back Office Accounts.

  3. Go to the General tab, then select a value for Database Profile:

    • If the user is a Security user, select Manager.

    • For all other users, select End User.

  4. Go to the Menu Profiles tab, then enable the toggle for the relevant menu profiles.

    πŸ€“Tip: Search for a menu option and check if the option is enabled in any of the menu profiles assigned to the user in the previous tab.

  5. Go to the Object Profiles tab, then select COREHR OBJECT PROFILE profile and all other applicable object profiles.

    πŸ€“Tip: If relevant, to link the account to the user's employee number, click LINK TO HR. Search for the employee and click OK.

  6. In the Security module, go to the Set Up tab.

  7. On the System Set Up widget, next to Corehr Security, click OPEN.

  8. Type the password university and click Submit.

  9. On the next screen, select Back Office Account and click the filter icon.

  10. Find the username from the dropdown and click Filter.

    πŸ“ŒNote: If you don't link the account to an employee number, you need to configure the user account in the back office. To do so, go to CoreHR then click Security. The password is the same.

  11. Select a company and enable the toggle for each module.

    • CorePersonnel Access.

    • CorePay Access.

    • CoreTime Access.

  12. Click Save.

Did this answer your question?