...
- Start typing the name of the user you want to add.
- Suggestions that match the characters you type will be displayed. Select the user you are searching for.
- Click on the add icon
or press Enter. The user details will be added to the list of contact users on the right.
- Select the type of contact (Payroll, HR or Outsourcing) and enter their Role. The role is displayed with their contact details on the dashboards.
- Click on the SAVE button.
Settings
InPay URL - if the client has InPay then the URL should be entered here.
Use New Document Centre - ticked if the client is using the newest version of the document centre. By default this will be ticked for new clients.
HR Client - ticked if the client should have access to the HR Toolkit. Only tick this when requested by HR. Clients with this checkbox ticked will be visible to HR Admins, allowing them to add HR users and client contacts.
Enable SMS - if this setting is ticked, client users will have the option to choose Two Factor Authentication via SMS on their account settings page.
IP Restriction
If the Use IP Restriction is option ticked, clients will only be permitted to log into the client portal from certain IP addresses. To add a new permitted range add the IP addresses to allow from and to and then click on the add icon
...