Adding a New Portal User

Firm and portal administrators can create new portal users by doing the following:

1. After logging in to your portal, click the Administration tab on the navigation panel.
2. Select Setup > Manage portal users.
3. Enter the name of the portal the user will be assigned to, and then click View.
4. Click Create at the bottom of the window.
5. Enter information about the user on the Personal tab.

   Component	Description
   Login ID (Email Address)	Enter the user's email address. The email address is used as the user's login ID for Portal.
   Default Security User Role	Select arole for the user.
   Last Name	Enter the user's last name.
   First Name	Enter the user's first name.
   Street Address	Enter the user's address.
   City	Enter the user's city.
   State or Province	Enter the user's state or province.
   ZIP or Postal Code	Enter the user's ZIP or postal code
   Country	Enter the user's country.
   Business Phone	Enter the user's business telephone number.
   Cell Phone	Enter the user's cellular telephone number.
   Enable Email Signature	Select this box to activate the user's email signature. Clear the box to deactivate the email signature feature. When this box is selected, the email signature will be appended to any emails sent from within Portal.
   Email Signature	Enter the user's email signature, if necessary. This text box is only available when the Enable Email Signature box is selected.

6. Click the Portal Access and Security tab.
7. 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.
8. 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.
   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.
   Client Area	Select or clear available boxes to give this portal user access to the client area. This option is not available when you select to update access options for multiple portals at one time.

   • 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 to provide client area access. 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.