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eSS Admin: How can I link a user to an existing user?

Overview

It is best practice to link your main application Users to their employee records. The benefits are as follow:

  • It allows restriction to their own employee record when relevant settings are applied (note: it is only a restriction of the record, it doesn't change the User access);
  • It allows the User to have one username and password for both applications (main application and eSS);
  • It disables eSS access when the User record is terminated.

Please note: The regular eSS registration process should normally accommodate for the new User to link themselves. For regular eSS registration instructions, please follow these steps.

If you're on this page then it's likely that there's something stopping you or the User from following the above steps. The below process is the second method of linking to the existing User however it will require a bit more manual configuration as it does skip over the automatic provisioning of a certain role. After you complete the below process, please ensure you update the user's 'Roles/Permissions' with the eSS Employee role as well.

Please note: Linking a record WILL NOT WORK for a (paired) User.

Important: If the User has the 'AccountAdmin' role they will be able to alter this setting.

 

Steps to link to an existing user:

To start, go to 'Account Settings', and click on 'Usernames and Passwords'.

 

 

  1. Select the User 
  2. Click the 'Access Control' tab 
  3. Click the 'Linked Record' tab and then click the 'Edit' button
  4. Search the Employee record 
  5. Tick the 'Restrict access to Profile' checkbox if you wish to restrict the User from accessing their own Employee record 
  6. Click the 'Update' button 

 

 

Please note: As mentioned earlier, the linking of the record will skip the automated provisioning of the required 'eSS Employee' role. After you completed the above process, please ensure you update the users 'Roles/Permissions' with the eSS Employee role as well.

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