Employee Portal Access

Employee portal access will allow admin to define the permission for portal access. Admin can define global access rule for all the employee or create rules for specific employee to access the employee portal

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To setup global access rules for the portal go to:

• Login>> WorkForce>> Manage Employee Roster>> Portal>> Permissions
• Enable/Disable the menu listed under Portal Access to globally enable/disable the menu from the portal

• CLick on "Import rules"



• Download the template by clicking on "Download access rules import teamplate"



• Below are the rules you need to keep in mind while filling the file
• Survey name should be matching exact with the survey name in the workforce platform. Type "All" if the rule filter applies to all surveys.
• If you need all filters then you have to mention "Yes" for considering all filters
• For location, level, department you have to mention the required filters under these
• For "Employee Unique field", enter the employee id in that field
• To upload the file, drag the file or click on "browse"



• After uploading click on "Import access rules" CTA



Note: Status of the survey needs to be active to work