Use this feature to manage the assigned usernames and passwords for BizsoftHRM instances for clients on behalf of whom you manage employees. The feature lets you input the username and password provided to you by the client and then allows you to access the client’s instance directly without the need to login.
Creating Client Logins
To create a Client Login entry, navigate to Admin > Manage Client Logins, Click on “Add” and fill in the necessary fields using the information below
- Client Login Name: This is the unique name for the Client Login
- Username: This is the username to access the client instance
- Password: This is the password to access the client instance
- URL: This is the site address for the client instance
- Save Button: Click this button to save changes.
- Cancel Button: Click this button to cancel changes.
Editing Client Logins
To edit a Client Login navigate to Admin > Manage Client Logins. Click on a Client Login and change the information as required (See Creating Client Login entries). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.
Deleting Client Logins
To delete a Client Login, navigate to Admin > Manage Client Logins. Select the checkbox beside the Client Login(s) you want to delete and the click the “Delete” button.