Viewing Portal Licensing Details

To view information about the number of portals you have licensed and the number that are in use, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
  2. Select Portal > Licensing Details on the navigation panel. 
  3. Review the information in the window as needed.
  4. Click OK.
    • Premier portals are those that both you and your clients contribute to. This shared space is referred to as the Collaboration Area.