Employee Portal Access and Permissions: How to Restrict or Enable



1. Click "User Access"

2. Click "Emp Portal Access"

3. From here you will see all of the Pages, the toggle to Show a Page (Yes/No), and the Permissions for that Page.

Note: these permissions are global for all employees, not individualized per employee.

Removing the Add/Modify Permissions generally takes away the ability to Save or +Add New in the given menu.

4. The Pages in the Emp Portal Access menu correspond with the pages on the left-hand side of the Employee Portal.

5. Toggle any of the pages to Show, Yes to be shown and No to be hidden on the Employee Portal.

As you turn them to Yes/No, have a separate browser open and login as an employee to see the impact (refresh the Employee Portal page each time you save a change).

6. Each page has its own Permissions. In general, you don't want to give employees too many Permissions to be able to modify or delete information so be sure to err on the side of caution with initial setup - you can always change the permission settings at any time.

Note: If using Onboarding and or Workflows, keep the permissions for each set to Read, Add, Modify if you want them to be used to their full potential.

7. Be sure to Save Access after making any changes, and you can then see them live within the Employee Portal.