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  1. Sign into your Personal Profile

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Search for the client by typing their name in search filters and selecting the name when it comes up

  5. Click Search

  6. Select the client from the table by clicking anywhere in the row

    1. This will open up the Employee Details page

  7. Click Actions button

  8. Click New Service Account from the actions dropdown

  9. Fill out the form wizard as usual

  10. Click Save then select Yes on the confirmation window 

Once the employee service account is completed, the employee will be able to create time entries for the service provided. Repeat this process for any additional services that the employee is authorized to provide.

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cqllabel in ("service_code"user_management","supervisor","profile_activation","activate","businessemployee_ruleprofile") and type = "page" and space = "DCI"
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