Setting Portal Access and Security Options for Client Portal Users

Each portal user must be assigned a security role for each portal the user has access to. The assigned security role determines which tasks the user can perform for the selected portal.

Use the procedure below to specify the portals a user has access to and to add or edit a user's security role.

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 a 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, and then complete the required fields on the Personal Information tab. See Entering Personal Information for a Client Portal User for more information.
   • For an existing user, select the user in the grid, and then click Edit.
5. Click the Portal Access and Security tab, if it is not already displayed.
6. Do one or more of the following as needed:

   Give the staff member access to a portal

   1. Click the Browse for Clients button to display a list of clients with portals.
   2. If needed, filter or sort the client portal list.
   3. Select the client portals the user should have access to.
   4. Click OK..

   Change the access options for a portal the staff member already has access to

   Option	Description
   Grant Access	Select this check box to grant the user access to this portal. Clear the check box to remove the user's access.
   Access Expiration	If needed, select a date when access to this portal should expire for this user. An expiration date is not required.

7. Click OK.
8. Click OK again to exit the Manage portal users window.