Dillner's Accounting Tools > section > Management
If your accountant has turned this feature on you may create an unlimited number of employee portals. Once the Employee Profile is complete, the employee record will display under Management>Employees from the left menu. The employee record will be in a pending status until the employee creates their login information. If the employee does not create their login within two days of receiving the notification email, a reminder email will be sent. If the login is still not created after the reminder email was sent, you may click the Nudge Employee link located above the Employee list accessed by clicking Management>Employees in the left menu. To reset the employee password, click on the Send Reset Password email link button. An email will be sent to the employee with a link. The employee will receive an email notification indicating their Secure Portal has been created. The email will include a link.
Client Employee Portals
What to Expect Next (Client)
icon if changes are necessary for the employee portal.
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
Send Reset Password Email link What to Expect Next (Employee)
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