Connecting to the Employee/Manager/CRM Portal Website

To log into the Employee/Manager/CRM Portal Website:

  1. In a web browser, enter the Employee/Manager/CRM Portal Website address (e.g. http://domainname/servername/).
  2. Enter you login and password and click Sign in.
  3. If, as an employee, you want to enter your time spent, manage your schedule or enter an expense report, click on the Employee button.
  4. If, as a manager, you want to validate your employee's times spent, expense reports or if you want to view online reports, click on the Manager button.
  5. If you want to access the customers, prospects, contacts, opportunities, etc, click on the CRM button.

Changing Your Password:

 

Attention: this procedure is for the users who do not connect in LDAP.

 

  1. On the upper right of the screen, click on your name and on Password.
  2. In the window to change the password, modify it and validate.

Next time you log in, you will have to enter the new password.