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Link an employee to a Clerked user

Linking connects a member's Clerked login to the company People record used for approvals and company access.

Who can do this​

You need company:employees:manage to change an employee link.

Before you start​

The person must be an active organization member and must have a company assignment. If the person has not joined yet, see Manage organization members.

  1. Select Settings in the main navigation.
  2. Under ORGANIZATION, select Members.
  3. Open the member's row.
  4. In the card for the correct company, open Linked employee.
  5. Select the employee record that belongs to this member.

The change applies immediately. There is no separate Save step.

  1. Open the member's row on Members.
  2. Find the company card with the current Linked employee.
  3. Select Disconnect below the employee selector.

What you should see​

The selected employee appears under Linked employee. On the company People record, the Roles & access section shows the member under Linked user.

If something goes wrong​

  • If the employee is not listed, confirm that you opened the correct company card and that the employee is not linked to another user.
  • If the member is inactive, restore the member before changing the link.
  • If Blocking work in progress appears, resolve the listed approvals before changing the employee link.

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