This guide walks you through how to grant employees access to the employee portal via the web. To enable mobile access, additional configuration may be required in your time tracking or clocking settings.

By following these steps, you’ll ensure your team can log in and use the tools they need for their roles.

Prerequisites

Make sure the employee has been added under Employees > Employee List.
Review or create the appropriate Security Groups.
Make sure the appropriate permissions are configured.

Add a user

Click User Access > Employee Portal Users.
Find the employee you want to grant access to, then click the ellipsis (⋮) and select Add User.
Enter the employee’s email address.
Make sure the email is spelled correctly. The preferred name will appear when the user logs in.
Select the appropriate Security Group: Supervisor, Manager, or Employee.
Choose the Language & Region.
(Optional) Check the Super Admin box if this employee should have full access to all features.
Click Save.

The employee will receive an email with portal login instructions.

⚠️ Make sure the appropriate privileges are configured before assigning a Security Group.

Update a user

If you need to change a user’s email address or other details:

Go to User Access > Employee Portal Users.
Locate the employee, click the ellipsis (⋮), then select Unlink User.
This removes the current email connection for the user.
Follow the same steps for adding a user.

Edit a user’s access

While on the Employee Portal Users screen, you can also click Edit User to update:

Preferred Name
Security Group
Language & Region
Super Admin status

⚠️ Note: You cannot edit the email address here. To change it, follow the steps under Update a user.

You're all set! 😊👍

If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or submit a ticket.

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