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Portals Overview

Portals provide a view to the internal (“back office”) screens.  Various user types: Client, Employee, Payroll and Vendor are granted access to it and can be configured separately for each. Data En

Updated over 2 weeks ago

Portals provide a view to the internal (“back office”) screens. Various user types: Client, Employee, Payroll and Vendor are granted access to it and can be configured separately for each.

Portal Dashboard

Data Encryption

If a data field is encrypted, then the user will see the word (encrypted) instead of the actual encrypted value.

Portal Security

A user’s security rights will limit what is returned on the portal. For instance, if the user only has rights to company ABC, then an employee search that runs against the entire system will only return data for the ABC company when that user executes the search.

When the user has rights to more than one company and rights to the Portal Company Selector menu, the menu will display and the user will be required to select the company under which to view the portal's information.

Portal Company Selector

If a user has rights to more than one company and logs into the portal but encounters the error message "Your security privileges do not permit you to view this page.", the user's role requires updating.

No access to Portal Selector - Error

In order for Portal Company Selector menu to display, the user must have the following set of permission

Screen Name

In addition, screen rights can be limited by role for the portal screens. A possible configuration for a client user would grant their role only “View rights on the Employee Move Management Needs Assessment screen.” This will allow them to see information on the screen, but they will be unable to add, modify or delete data.

Menu configuration will control what screens the user can/cannot get to.

Things to Note:

  • A user’s security may limit what companies, employees or encrypted fields will be displayed on the portal.

  • The new employee portal is called the Mobile Employee Experience (MEE) with greater functionality and simpler configuration options than the old portal. Search for the MEE to find out more.

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