Manually link Employee Self-Service users to NetClient CS or NetStaff CS portals
If NetFirm CS was unable to link an Employee Self-Service user to a NetClient CS or NetStaff CS portal during the Employee Self-Service registration process, follow these steps to manually link the portals.
- In theAdmintab of the navigation pane, go to the Employee Self-Service section and selectUsers.
- In the Users list, go toFindand enter any part of the Employee Self-Service user's name or sign-in, then select the user's name.noteDelete the entry fromFindto get the full list of users.
- In the Identification section, selectEnablenext toLinking.noteLinkingis available to the following types of firm administrators:
- The primary NetFirm CS administrator.
- The primary NetFirm CS administrator is the person who was designated as your firm's NetFirmCS administrator on the purchase agreement.
- Secondary NetFirm CS administrators who have access to NetClient CS users (withAllselected under Access Permissions), NetStaff CS, and Employee Self-Service.
- In the Type pane, select the type of account you want to link the Employee Self-Service portal to.
- In the Available Users pane, go toFindand enter any part of the user's name or ID, then mark the checkbox for the NetClient CS or NetStaff CS user whose portal you want to link to the selected Employee Self-Service portal.noteYou can link only 1 Employee Self-Service portal to each NetClient CS or NetStaff CS portal.
- SelectEnter.
