The 'Web Account' form enables you to create an account to permit certain users to access the web portal for eZworkforce.
This option will only be available if a user is given the correct access. Should you require access to the web portal please contact your company's system administrator and/or follow the correct procedures to request this.
How to create a web portal account:
1. The web accounts manager can be accessed in eZworkforce from the main menu.
2. To create a new record click on the
button
from the standard toolbar as highlightedin the above illustration.
3. The 'User Type' determines the users level of access in the web portal. The basic level of
access is 'Personnel' ideal for employees. The next level of access is 'Client' designed
for your clients with access to reports, the live schedule and the incident manager.
The 'Outworker' level gives you full level of access, designed for managers.
Select the desired user type based on the user's role and tick 'Active' or the account will
not work.
4. The account username and password fields are automatically populated which can be
changed if required. You may also force the user to change their password at the next
log on using the check box under the password field.
5. Fill in the details about the proposed user. When you select a user from the
'Personnel Ref' drop-down, some of the fields from the 'Contact' tab will automatically
populate if they were entered onto their personnel record.
6. Set the 'Security Group' field to match the user type. The availble options are WebUser,
WebClient and WebOutworker. This field is used to control access to web portal
document library items.
7. The next step is to configure what reports, schedules and company details
the user can access. This can be achieved using the fields 'Allowed Companies',
'Allowed Schedules' and 'Allowed Reports'.
8. You can now configure what elements of the web portal the user can access using the
'Access' Section. As a standard level of access, all options in 'employee' tab should be
ticked.
9. Once you have created or updated the web account details please remember to save
using the
icon.How to edit a web portal account:
1. From the web accounts manager in eZworkforce highlight an existing record and click
to allow edit of the selected account.2. When you have finished editing click
to save.Notes:
When creating a new record, there are fields that are highlighted in yellow which you must fill in as illustrated.
Assigning higher access levels to employees.
The 'user type' drop-down defines the unlerlying access priviledges. For example, you cannot grant a personnel 'user type' with outworker/client modules or give 'clients' the 'outworker modules under the 'Outworker/Client' tab.
To give someone a higher level of access you must give them a higher 'user type' and then tick only the modules they are allowed to access.
