An employee record and a login are related but separate. Use the employee's Account & Security settings to activate sign-in, assign security roles, and send invitation or reset messages.
Open employee security #
Browse to Admin Employees Employees.
Open the employee, then select Security.
Notice: Employee security administration access is required. Give each person only the roles and account access needed for their work.
Review an employee's account access #
- Open Admin, Employees.
- Open the employee.
- Open Account & Security.
- Review the username or email used for sign-in.
- Review the active login setting.
- Review assigned security roles.
- Save changes.
The employee's profile, employment status, and archived state can also affect access.
Send or resend an invitation #
- Confirm that the employee's email address is correct.
- Confirm that the login is active and the required roles are assigned.
- Select the invitation action.
- Review the destination address.
- Send the invitation.
Use the resend action when the original invitation expired or was not received. Ask the employee to check spam or junk folders before sending repeated messages.
Send a password reset #
Use the employee reset action when a local MindSalt password needs to be established or changed.
Notice: A password reset may not apply when the organization enforces single sign-on. Use the identity provider's recovery process instead.
Offboard an employee #
- Review pending time, expenses, approvals, project assignments, and reports.
- Remove or adjust approval and manager responsibilities.
- Disable the login or archive the employee according to policy.
- Preserve historical records needed for reporting.
- Test that the former employee can no longer sign in.
Do not delete an employee with business history merely to remove access.