Contacts

Create a login for a contact

Here we explain how to create a login for a contact.


 

Create new contact

 

1. Open Category "Contacts"

Click on the arrow to the right of iTalent and open the category "Contacts"

 

2. Open desired record

  1. Search for the desired contact via the dropdown list
  2. Or enter the name in the search field
  3. Open the record with a double click on the left mouse button

 

3. Create login data

  1. In the record, scroll down until you reach the "Webaccess & Security" section.
  2. Here you can set a user name. Make sure that the user name is unique. For this reason, e-mail addresses, for example, are very suitable for it
  3. Here you can set a password. You can enter any value for the password (except the following characters:<>), which is then encrypted. If a contact has forgotten the password, you can simply delete the old one in CRM and enter a new value.
  4. In addition, an app role must be assigned so that the contact can access the career portal. Here we show you how
  5. If you now click on save, the password is encrypted and all informations are saved.

 

 

 

3.2 the password is now encrypted

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