Entering Personal Information for a Client Portal User

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Select Portal > Manage Portal Users on the navigation panel.
3. In the box, begin entering the name or ID of the client for whom you want to add, delete, or edit portal user. As you type, the system suggests client names or IDs that match your entry. Select the correct client. A list of people with access to the client's portal displays in the lower half of the window.
4. Do one of the following, depending on whether you are entering information for a new or existing portal user:
   • For a new user, click New to display the New Portal User window.
   • For an existing user, select a user in the grid, and then click Edit.
5. Select the Personal Information tab if it is not already displayed.
6. Enter or edit the information in the window as needed.

   Component	Description
   Login ID (Email address)	Enter the email address that should be used as the login ID for the portal user.
   Default security user role	Select the default security role that should be assigned to this user. Note: If needed, the security role assigned to a user for a particular portal can be changed on the Manage Portal Users window.
   Last name	Enter the last name of the portal user.
   First name	Enter the first name of the portal user.
   Street address	Click this button to open the window where you can enter the user's street address.
   Phone numbers	Click this button to open the window where you can enter business and cell phone numbers for the portal user.
   Enable email signature	Select this check box if an email signature should be available for this portal user. The text of the email signature can be entered in the box beneath the Enable email signature check box.

7. Click OK.