Table of Contents

Register an employee for the Self-Service Portal

Learn how to onboard employees so they can sign in to the Self-Service Portal.

Prerequisites

Make sure the Self-Service Portal is enabled in your Business Central environment. For more information, see Set up the Self-Service Portal.

Register a single employee

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Employees, and then choose the related link.

  2. Open the employee card for the employee you want to register.

  3. In the Private Email field, enter the employee's private email address.

    Note

    Entering the email address triggers the registration process. Within a few minutes, the employee receives an invitation email at that address.

  4. Ask the employee to choose the link in the invitation email and follow the instructions to set up their account.

See also