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Granting an employee temporary access

Temporary access is a way to grant your employees temporary access to certain features without an account (such as E-learning, viewing site documents, and reporting events).

Follow this guide to grant an employee temporary access.

Manager Steps

Step

From My Dashboard, click on Pick workspace and select the site where the employee is located.

Step

From the site inbox, click the Switch to Manage Mode button.

Step

Click Employee records on the manage sidebar.

Step

Use the Search Bar / Find the person you're looking for in the list and click on their name:

Step

Scroll down to find the E-learning section on their record

Step

Select the Grant temporary access button at the bottom of the E-learning table

Step

A QR code and link copy button will appear. Have the user scan the QR code with a mobile device or copy the link and send to them via email or similar

User Steps

This section is intended to be followed by the user being set up.

Step

After following the link or scanning the QR code, you will be asked to confirm that you are linking to the correct employee record. Please ensure that your name is displayed on the confirmation page.

If your name is not shown, you may have been provided with an incorrect registration link or QR code. In this case, do not proceed and contact the person who provided it to you immediately.

Step

Click Accept temporary access

Step

After accepting, you land on My Dashboard. You can now complete your employee requirements such as elearning from here.

Warning

Temporary access expires after 7 days. A prompt is available on My Dashboard in the Security panel to create an account if you would like to make your access permanent.