HS Direct

Troubleshooting browser issues with Solution Host

How do I clear cookies and cache?

Regaining access to your account if you’ve forgotten your password.

How do I reset my password?

How do I open an employee’s profile so I can see and update their details?

How do I view and edit an employee record in Solution Host?

What to do when an employee has left (or come back) and I need to change their status in the system.

How do I retire or reactivate an employee in Solution Host

How to control what appears on your documents when they are generated as PDFs.

How do I customise my PDF settings in Solution Host?

How to resolve a duplicate account error when signing in.

Why am I seeing an error message of 'More than one row exists'?

How to issue information to employees using the platform

How can I send a one-off message to employees in HS Direct?

How can I resolve issues with employees not seeing courses or appearing in training assignment lists?

How can I add extra questions to a contract if I can’t edit the template directly?

Hayley Jones

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.