Employee profile and portal link

Profile sections

• Details — job title, department, location, email, phone, employee number, and hire date.
• Roles and direct requirements — what this person is required to hold.
• Requirements status — each required credential type and whether it is covered.
• Credentials — active credentials, with archived ones listed separately.
• Secure Credential Profile — a shareable, read-only view for auditors, GCs, or clients.
• Employee Portal — generate a secure upload link for the employee.

Secure Credential Profile

This produces a read-only link that requires no login and opens a verification view of the employee's credentials. Use it when an auditor, general contractor, or client asks for proof.

Employee Portal link

1. 1Confirm the employee portal is enabled in Settings.
2. 2In the Employee Portal card, select Generate portal link.
3. 3Copy the link, download the QR code, or select the option to email it to the employee's address on file.

An active link shows its expiration date and last-used date. Select Regenerate to issue a fresh link, or Revoke to invalidate the existing one immediately.

Requesting a renewal

On a credential row, select Request renewal to send a secure renewal link. If a renewal is already in flight, the row links to the existing request instead, showing Renewal pending or Renewal submitted.