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Live switch over to Employee portal.


lee mcdermott
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Hi All,

There are numerous posts and a lot of info to take in, 

I am planning on switching over next week to make employee portal live. Can you confirm the steps I need to take are as below? Have I missed anything?

1.  Comms to customers

2. Change local URLS to direct to Employee portal (not a major issue due to hornbill auto redirects)

3. Change the following 2 settings to Employee Portal and ON

 image.png.541eb8342d13cd41e72bf862c7bdcb17.png

4. remove names from this section and tick to hide my services

image.thumb.png.81345876473ce7c617bed3d962045e9d.png

 

5. All user just have these roles. Do they need any additional roles to allow them to access new URL?

image.png.955e0674d8f24a30eb7d8b355543e046.png

I have set up the portal as required and configured it how I want it.

 

Many thanks

lee

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@lee mcdermott looks like you have bases covered.

Couple of things you might want to look at

* Have you tried the portal as a basic user as well as a fully licensed subscriber? checked all services are mapped for a typical employee

* If your intending on using the employee mobile, then you'll need to look at - setting up a new SSO profile for the mobile - https://wiki.hornbill.com/index.php/Employee_Portal

Apart from that it sounds like your all set

 

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