Adding a New Portal User

Firm and portal administrators can create new portal users by doing the following:

  1. After logging in to your portal, click the Administration tab on the navigation panel.
  2. Select Setup > Manage portal users.
  3. Enter the name of the portal the user will be assigned to, and then click View.
  4. Click Create at the bottom of the window.
  5. Enter information about the user on the tab.
  6. Click the Portal Access and Security tab.
  7. To view a list of portals for which you want to set this user's access rights, do one of the following:
    • Select Show all portals to display a list of all the portals for which you have access rights.
    • Click Add Portal to use the Portal List window to select portals. .
  8. Do the following as needed to select portal for this user:
    • Set access rights for one portal at a time. Change the access and security rights for an individual portal, and then click Save.
    • Set access rights for multiple portals at the same time. When you set access options for multiple portals at one time, you cannot select to provide client area access. Otherwise, the access rights you can select are the same as those for setting options one portal at a time. To update multiple portals, do the following:
      1. For each portal you want to update, select the box to the left of the Portal Name.
      2. Click Update Multiple.
      3. Change the selections as needed in the Update Multiples window.
      4. Click Save.