Once an Employee has been created, you can link Employee to a User account which will allow the employee to make use of the portal. More information on the user portal can be found here.

To link an employee to a portal user account, either select the employee from the Employees screen or navigate to the Employee file, and click on the Link User to Employee button.

Employees that haven't a linked portal user account yet will show a purple Link User to Employee icon:

Employees that already have a linked portal user account will show an orange Link User to Employee icon.

Clicking on the icon will open the Link User To Employee window. The employee's email address is automatically used to create a new username whilst the password and confirm password fields can be left empty for Indigo to generate a password or filled in to temporarily set the user's password. Click on Create to create the user account and send the employee the login details.

You can also link an employee to an existing user by using the Linked Username field to search for and link a user account that is no longer in use.

User accounts and their permissions are managed through the Administration section, explained in full detail here.

Unlinking User Accounts

To unlink an employee from an existing user account, select the employee from the Employees screen or navigate to the Employee file, and click on the orange Link User to Employee button.

In the Link User to Employee window click the Unlink button as shown above and then close the window.

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