Selecting Firm Users Who Can Access a Client Portal

You can select the firm users who have access to a portal when you create the portal. You can also give users access to a portal at a later time. At least one firm user must be selected as an approver for a portal. Approvers are responsible for approving documents and files for upload to the portal. Once the files are approved, they are published to the portal.

To select the staff members who have access to a client's portal, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Do one of the following to access the client you need:

Adding or editing a single client.

• Add a new client profile. Click New > Client on the Create group of the Home tab, or click New >Client from the Application button.
• Open an existing client profile. Select the check box to the left of a client to update in the grid, and then click the Open down arrow in the Edit group on the Home tab.

Editing multiple clients individually.

1. Select the box to the left of each client to update in the grid.

To select consecutive items, press and hold Shift while selecting the first and last check boxes in the series of items you want to select on a page, or while pressing the up or down arrow.

You can select records across multiple pages. There is no restriction on the maximum number of records that can be selected when using Update Multiple. Your selection is retained if you sort or refresh the current view. Your selection is cleared if you change the view or click Clear Selection in the Grid View group on the Home tab. The total number of selected records across all pages displays in the status bar.

2. Select Update Multiple > Individually in the Edit group on the Home tab to display the Client Profile window. The number of the current record and the total number of selected records display in the lower-left corner. Records are opened for editing in the same order they are displayed in the grid.
3. Click Portal in the navigation panel.
4. Add or edit information in the Portal management section as needed. See Managing Client Portals for more information.
5. In the Portal firm user access list section, click Select users.
6. Do any of the following as needed:
   • Give selected firm users access to the portal.
     1. In the Available users section, select the office you want to assign users for. By default, the office that the client is assigned to displays here.
     2. In the text box, begin typing the name of a user assigned to the selected office who you want to give access to. As you type, the system lists possible matches. When you see the correct name, select the user and then click Add. The staff name and office display at the bottom of the window.

        Note: If you cannot locate the staff members you are looking for, verify that the staff member is assigned to the selected office.

     3. Repeat the previous two steps for each user to be assigned to the portal
   • Give all firm users in the selected office access to the portal. Click Add all. You can give staff in other offices access by changing the Office selection, and clicking Add all again.
   • Delete access to the portal for selected firm users. In the Assigned users list, select the firm user who should no longer have access to the portal, and then click Delete. Repeat for each user to be removed.
   • Delete access to the portal for all firm users. Click Delete all. All users except the portal approver are removed.
7. Click OK.