Create from Contacts

You can mass create Employee Portal accounts from the "Create from Contacts" sub-tab found under "Users", "Employee Portal", and "Setup" tabs. This will create Employee Portal accounts from the staff member's school email address found in the "Contacts" tab of their Personnel file.

There are two ways to mass create Employee Portal accounts:

• All Staff
• Specific staff list

Create All Staff Employee Portal Accounts

To create Employee Portal accounts for all staff members in Staff Management, choose a "Creation Tag" name.  Then choose an Employee Portal Security Role that will be assigned to all of these users from the drop down.  For the "Only staff in this list" drop down, choose the "All Staff" list.

Then click the "Create Portal Users from Contacts" button.  The popup will tell you how many Employee Portal accounts were created successfully.

PLEASE NOTE: All Employee Portal Accounts are created as disabled, make sure you enable the accounts to move forward with the Employee Portal account creation process.

Create Employee Portal Accounts from a Specific Staff List

You can also choose to mass create Employee Portal accounts based on a specific staff list. First, you need to create the staff list, this list can either be a Static Staff List or a Dynamic Staff List.  Once you have created the staff list that you will choose, choose a "Creation Tag" name.

Then choose an Employee Portal Security Role that will be assigned to all of these users from the drop down.  For the "Only staff in this list" drop down, choose the staff list that you created.  Then click the "Create Portal Users from Contacts" button.  The popup will tell you how many Employee Portal accounts were created successfully.

 PLEASE NOTE: All Employee Portal Accounts are created as disabled, make sure you enable the accounts to move forward with the Employee Portal account creation process.

Mass Delete Employee Portal Accounts by Creation Tag

The only way to mass delete Employee Portal accounts is by "Creation Tag". This will delete all staff members who were created with this "Creation Tag".

From the "Creation Tag" drop down, choose the Creation Tag in which you want to delete all users from. Then click the "Delete Users" button.