Client Employee Portals

If your accountant has turned this feature on, you may create an unlimited number of employee portals. 

1. Select Management > Employees from the left menu.
2. Click the blue Add button located at the top of the page to create a new Employee portal. 
   
   
3. The First and Last Name, and Email address are required fields. 
4. The Address, City, State, Zip Code, Phone, and Fax are optional fields. The Cell Phone field is required for the Two-Factor Authentication feature.
5. Click the blue Next button at the bottom right corner to proceed with the Employee portal setup.
   
   
6. Select the Advanced tab to complete assignments and permissions for the new Employee. 
7. Check the Department(s) the employee belongs to by selecting the applicable box(es). 
   Multiple departments may be selected for an employee.
   Departments are used to direct uploaded documents to the appropriate department, ensuring they are routed to the correct staff members for review or processing.
8. Select the appropriate rights to apply for Payroll Forms for the employee, if applicable.
9. Select the method of delivery for the Two-Factor Authentication feature, if applicable.
10. Click the slider button to Allow Access to selected files uploaded to the Accounting office by the Client owner to the Employee. 
    During the client’s Upload Files process, this setting enables the field “Allow Access of this file to,” allowing the client to share the uploaded file with the selected employee.
11. Click the slider button to activate files Sent from (Name of Accounting Office) for the Client owner to share selected files with the Employee.
    During the client owner's Download process, this setting enables the field “Allow Access of this file to,” allowing the file being downloaded to be shared with the selected employee.
12. Click the Pay Portal slider button to grant the Employee access to the Pay Portals under the Client owner. This allows the Employee to add new Pay Portal employees or edit the existing Pay Portals. 
13. Click the Active slider button to inactivate an employee portal.  Active is the default for this field.
14. Click the blue Submit button to complete the setup.
    
    

What to Expect Next (Client)

Once the Employee Profile is complete, the employee record will appear under Management > Employees in the left menu.

The employee will remain in a Pending status until they create their login credentials and activate their account.

• Select the Edit icon, if changes are necessary for the employee portal.
• Select the Delete icon to delete the employee portal. 
  The Client Employee portals can be deleted by the Office owner and staff with Client Maintenance rights.
  
   

Nudge Employee (Client)

If the employee does not create their login within two days of receiving the notification email, a reminder email will automatically be sent.

If the employee still has not created their login after the reminder email, you may manually send another reminder by clicking the “Nudge Employee” link located above the Employee list.

The Employee list can be accessed by navigating to Management > Employees from the left menu.



 

1. Click the check box next to the employee you would like to send the nudge to.
2. Click the blue Send button to send the reminder email to the selected employee.
   
   

What to Expect Next (Employee)

The employee will receive an email notification indicating their Secure Portal has been created. The email will include a link to create the login credentials.



 

1. Click the blue Create your UserName & password button.
2. Enter your User Name and Password.
3. Enter your password a second time to confirm your password.
4. Click the Submit button.
   
   

Forgot Password (Employee)

The Employee can use this link for steps to Reset Login Password.