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Manually link Employee Self-Service users to NetClient CS or NetStaff CS portals

If NetFirm CS was unable to link an Employee Self-Service user to a NetClient CS or NetStaff CS portal during the Employee Self-Service registration process, follow these steps to manually link the portals.
  1. In the
    Admin
     tab of the navigation pane, go to the Employee Self-Service section and select
    Users
    .
  2. In the Users list, go to
    Find
     and enter any part of the Employee Self-Service user's name or sign-in, then select the user's name.
    note
    Delete the entry from
    Find
     to get the full list of users.
  3. In the Identification section, select
    Enable
     next to
    Linking
    .
    note
    Linking
     is available to the following types of firm administrators:
    • The primary NetFirm CS administrator.
      • The primary NetFirm CS administrator is the person who was designated as your firm's NetFirmCS administrator on the purchase agreement.
    • Secondary NetFirm CS administrators who have access to NetClient CS users (with
      All
       selected under Access Permissions), NetStaff CS, and Employee Self-Service.
  4. In the Type pane, select the type of account you want to link the Employee Self-Service portal to.
  5. In the Available Users pane, go to
    Find
     and enter any part of the user's name or ID, then mark the checkbox for the NetClient CS or NetStaff CS user whose portal you want to link to the selected Employee Self-Service portal.
    note
    You can link only 1 Employee Self-Service portal to each NetClient CS or NetStaff CS portal.
  6. Select
    Enter
    .

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