Link Lighthouse Users with Employee Records

Description: Some employees have a ‘user’ account and an ‘employee’ account in Lighthouse, both synced to Workforce. This tool allows you to link these accounts together so that they only have one account in Workforce.

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Note: This procedure makes a Lighthouse Business Manager user into an administrator in Workforce. It does not change an existing employee listed in the Workforce section of Lighthouse.

Permission requirements: Administrator access OR Manager-level access and the ‘Manage company employees and employee profiles’ sub-permission.

Follow the steps below to complete the process of linking employee records.

Link Lighthouse Accounts

1. Navigate to Employees within Workforce.
2. Select the icon to the left of the + Add employee button.
3. Select the Link Lighthouse accounts option.

Link Lighthouse Accounts Modal

The Link Lighthouse Accounts modal will appear as shown.

• The left-hand column displays a list of all Lighthouse user records which have not yet been linked to a Lighthouse employee record within Workforce.

• The middle column displays a list of all Lighthouse employee records which are not linked to any Lighthouse user accounts. Click on this field to find and select the employee you wish to match to the user account to.

• Sometimes there may be multiple employee records with the same or similar names, so you may be unsure which employee record is the correct one to link to. Select Show Details to view more information about both the User account and the Employee account you have selected.

When you have finished linking user accounts with their matching employee account, select the Save button.

Notes:

• Workforce will attempt to auto-link accounts where possible (i.e. where accounts have the same email address/phone number). Only accounts that have not been matched will appear in this tool.

• You cannot view already linked accounts, nor can you unlink accounts using this tool. This must be done by raising a support ticket.

• If there are no unlinked accounts, a default screen will appear in place of this view.