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Activate employee portals
note
This procedure is to be performed by the client's employees.
After the employee receives the registration email, they can activate their Employee Self-Service account by doing the following:
- Open the registration email and selectRegisterin the message.
- In the NetClient CS page, enter a unique ID and password to use as your Employee Self-Service sign in. (The password must be between 7 and 50 characters, and at least 1 character must be a number.)
- SelectOK. NetClient CS verifies the employee's credentials and completes the activation.
- The NetClient CS sign in page opens. The employee can access their Employee Self-Service portal by entering their sign in and password information then selectingLogin.
note
- If the employee already has a portal, you can link the portals together.
- If the employee has 10 unsuccessful sign in attempts, the application locks their account for 30 minutes, after which the employee can try again. If the employee needs to access their account before the 30-minute lock-out period ends, you can ask a Web Services Support expert to unlock the account for your client's employee.
- If the employee forgets their password, they can select theForgot passwordlink on the sign in screen, enter their sign in and email address, and select the reset method (via email or via security questions).
- If the employee can't remember their sign in information, they can contact their accountant.The appropriate staff member in your firm can sign in to NetStaff CS and view the employee's sign in information by selecting theUserslink under the Web Employee/ESS heading on theAdmintab.
Change an employee's sign-in information
note
This procedure is to be performed by the client's employees.
If the employee needs to, they can change their sign in ID, email address, and password at any time by doing the following:
- Sign in to the Employee Self-Service account through https://secure.netlinksolution.com/nextgen.
- Select your name then choose 1 of the following:
- To update your sign in ID, name, or email address, selectEdit Account.
- To update your password, selectUpdate Password.
This article applies to:
- Product: Accounting CS