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Enable WFM admin dashboard for portal accounts

Hhow you can enable access to the WFM Admin Dashboard for users in the Portal by assigning the appropriate menu profiles.

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Written by James Pardy
Updated over 5 months ago

You can grant users access to the WFM Admin Dashboard in the Portal by updating their menu profiles. This step-by-step guide shows you how to locate the user account and enable all relevant WFM menu profiles.

Steps to enable WFM Admin Dashboard access

Before you start, ensure you have the necessary permissions to manage user accounts and security settings in the Portal.

  1. Log in to the Portal.

  2. Navigate to Security.

  3. Select User Management.

  4. Search for the user account you want to update.

  5. From the userโ€™s 3-dot menu, select Manage Account.

  6. Click on Menu Profiles.

  7. Search for WFM.

  8. Enable all menu profiles related to WFM.

  9. Save the changes.

Once complete, the user will have access to the WFM Admin Dashboard when they next log in.

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