Creating Logins for PICSWeb Applicants

This feature is only available to customers who are licensed for specific products, including PICSWeb Surveys and PICSWeb Portfolio.

You can generate login credentials for an applicant from their Applicant Summary. These logins can then be used to complete Surveys.

Before creating a login, the following details will need to be checked:

  • An Email Address will need to be added in the Edit Window. This email address cannot be linked to an existing PICSWeb login. Once you have created the account, updating the applicant’s email address in their record will automatically update the email they use to log in.

  • A login must not already exist for the applicant.

To do this, go to the Applicant Details section in the Applicant Summary and find the Username. If no login has been generated yet, select the button to Create Login for Applicant.

Selecting this will open a window where the checks above are confirmed. Select Create to continue.

You will then be shown a confirmation message with the Username and Password for the applicant. Make a note of these details to provide to the applicant.

The applicant will then be able to log in to PICSWeb using these credentials. The applicant’s Username will now be displayed in the Applicant Details.