Managing Portal Client Users

In most cases, the clients for whom you have created portals will manage their own lists of portal users. However, if needed, firm administrators can also add or delete users for a portal, or edit information for an existing portal user.

To make changes to a list of portal users, do the following:

Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
Select Portal > Manage Portal Users.
Select the office that the portal you want to manage users for is assigned to.
In the text box next to the Office list, begin entering the name or ID of the client for which you want to add, delete, or edit portal users. 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.
Do any of the following as needed:
- Add a new portal user.
  1. Click New.
  2. Enter the necessary information about the user on the Personal Information tab. See Entering Personal Information for a Client Portal User for more information.
  3. Click the Portal Access and Security tab.
  4. Click the Browse for Clients button.
  5. Select the client portals that the user should have permission to access.
  6. Click OK.
  7. Select the appropriate security options for the user. See Setting Portal Access and Security Options for Client Portal Users for more information.
  8. Click OK.
- Edit an existing portal user.
- Delete a portal user.