Assigning Portal Access and Security Rights for Firm Users

Firm administrators can assign the portal access and security rights for other firm users by doing the following: 

1. After logging in to your portal, click the Administration tab on the navigation panel.
2. Select Setup > Manage firm users.
3. Select the check box for the firm user that you want assign rights to. If needed, you can do one of the following to help you locate the firm user:

View a list of all firm users for a specific portal.

1. Click the arrow beside the Filter users box, and select Portal Name from the list. The Filter users box becomes the Search portals box.
2. In the Search portals box, begin typing the portal name. The system displays a list of portals with names that match the words you have typed. Select the correct portal from the list.
3. Click View. All firm users assigned to the selected portal display in the grid.
4. Either click Create to add a new user, or select an existing user and click Edit selected.

Note: If you are creating a new user, you must enter the required information on the Personal tab before you can continue assigning portal access rights.

Search for a specific firm user by email address.

1. Click the arrow beside the Filter users box, and select Email Address from the list.
2. Enter the email address you are searching for in the Filter users box.
3. Click the Filter button . If you have permission to edit firm users, the User Information window for the user displays. If you do not have permission to edit firm users, the user displays in the grid for your information.
4. Click the Portal Access and Security tab.
5. 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. Tell me how to use the Portal List window.
     1. Begin typing the name of a portal in the Portal Name box. As you type, the system displays portal names that are possible matches.
     2. Select the portal you need from the available choices, and then click Add to add the portal to the list.
     3. Repeat the previous two steps as needed until all the needed portals are listed.
     4. Click OK.
6. Do the following as needed to select portal access and security options for this user:

   Component	Description
   Grant Access	Select this option to grant the user access to the portal. Clear this option to revoke the user's access to the portal.
   Approver	Select this box to give this user the right to approve files for publication to the portal. Clear this box to revoke approval rights for this portal. This option is not available when you select to update access options for multiple portals at one time.
   Access Expiration	Select the date when this user's access to the portal should expire, if any.
   File Management Role	Select the file management role this user should have for the selected portal. See Managing File Management Roles for more information.

   • 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 approvers. 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.