Enroll in the Portal

Determine how users enroll in your portal.

  1. Select Admin > Portal Settings > Administration / Initial Setup.
  2. Select General Configuration.
  3. Locate the Portal User Enrollment Mode setting.
    This setting allows you to modify how your users can enroll in the portal. Choose an option:
    • D for Default: Users enter employee number, PIN (last four of their social security), and create a password.
    • S for Strict Mode: Users enter their employee number and PIN (last four of their social security) but cannot create a password until they receive an email with a link.
      Note: Employees must have an email on file in their PR Employee or HR Resource master in Vista in order to receive emails.
    • L for Loose Mode: Allows you to use the strict mode for those with an email on file, but if no email exists, users can create their own password.
    Note: The portal requires users to create a complex password in order to log in. A complex password is at least eight characters long and contain at least three of the following: lowercase letters, uppercase letters, numbers, and special characters (such as #, $, or %).