Link Lighthouse Users with Employee Records

Description: Some employees have both a ‘user’ account and ‘employee’ account within Lighthouse, both of which are synced to Workforce. This tool allows you to link these accounts together so that they only have a single account within Workforce.

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

Follow the steps below to complete this process.

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Link Lighthouse Accounts

1. Navigate to Employees within Workforce.

2. Click the icon to the left of the + Add employee button.

3. Click the Link Lighthouse accounts option.

Link Lighthouse Accounts Modal

The Link Lighthouse Accounts modal will appear as shown.

• The lefthand 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. Click on 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, click 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.