Editing Portals

You can edit portals from the Manage Portal window. To edit a portal, do the following:

1. After logging in to your portal, click the Administration tab on the navigation panel.
2. Select Setup > Manage portal. A grid listing up to 50 portals that you have access privileges for displays.

Column	Description
	Select the box beside a portal name to select or deselect the portal.
Portals	Lists the name of the portal.
Firm Users	Lists the number of firm users who have access to the portal. Additional firm users can be added by the firm administrator.
Portal Users	Lists the number of client users who have access to the portal. Additional portal users can be added by the firm and portal administrators.
View Counts	Contains a link that you can click to add additional columns displaying the number of firm users, portal users, and files for the portal. Clicking this link causes the counts to display for this portal only. Click the View User/File Counts for all Portals link above the grid to display counts for all files.
Linked Clients	Displays the number of clients linked to the portal. Clicking this number opens the Manage Client Links tab, where you can view a list of the clients who are linked to the portal.
Resend Email Notification	Lists the notification emails that can be resent for the portal from this window. Currently, only the Portal Creation email can be sent from this window. See the procedure for sending email notifications below for more information.
Email Delivery Status	If you choose to resend the portal creation email for a portal, a status indicating whether the email was delivered successfully displays here. Once you exit the Manage Portals window, this status is cleared. See the procedure for sending email notifications below for more information.

3. Do any of the following as needed to filter the list or to find a specific portal:
• Search for a portal by the portal name. In the Search portals box, begin entering the name of the portal you want to find. As you type, the system displays a list of portal names that are possible matches. When you see the name of the portal you need, select it, and then click the Add button .
• Select portals from a full list of portals you have access to. Click the arrow beside the Search portals box, and then select Show all portals. Click OK.
• Search for a portal by the portal administrator's email address. Click the arrow beside the Search portals box, and then select Email address. Enter the portal administrator's email address, and then click the search button.
4. Select the check box for the portal you want to edit.
5. Click Edit selected to open the Portal Information window.
6. Enter information in the Portal Information section.

   Component	Description
   Portal Name (Client Name)	Enter a valid name for the portal.
   Portal Administrator's Login ID (Email Address)	Enter a valid email address for the portal administrator.
   Client ID - Sub ID	Enter the client ID and sub-ID (if used) for linking to clients. Note: A client ID is required when assigning a client sub-ID.
   Folder Template	Select a folder template from the list.
   Portal is active (users can log in)	Select to make the portal active or clear the box to make the portal inactive.
   Automatically expiry files after:	Select the check box to apply an expiration date. Then, select an increment of time from the list, and enter a numerical period of time in the box.
   Enable Client Area	Select the box to activate a client area. Note: You must have a license for the client area.
   Client Area Size (MB)	If you selected to enable the Client area, enter a size for the client area.

7. On the Access Groups tab, select the box beside each group of users that should have access to the portal.

   Column	Description
   	Select the box to give members of this group access to the portal. Clear the box to remove the access rights for this group.
   Access Group Name	Displays the name of the access group.
   Approver	Select this box to give members of this access group the right to approve files for publication to the portal. Clear this box to remove approver privileges for this group.
   Access Expires On	Click the calendar button to select a date when access to the portal will expire for this group, if needed.

8. On the Individual Users tab, select the people who should have access to the portal.

   Column	Description
   	Select this box for a user to give that person access to the portal. Clear the box to remove the access rights for this person.
   User Name	Displays the name of the user.
   Access Expires On	Click the calendar button to select a date when access to the portal will expire for this person, if needed.
   File Management Role	Select a file management role for the user.
   Approver	Select this box to give this person the right to approve files for publication to the portal. Clear this box to remove approver privileges for this person.

9. On the Client Links tab, select the application to link a client to, if any. See Managing Client Links for more information.

   Note: This tab does not display for all users.

   Column	Description
   Application Name	Displays the name of the application associated with this client record. A different option can be selected from the list if needed.
   Client Name	Displays the client name as it appears in the client record from the source application.
   Client Email ID	Displays the client email address as it appears in the client record from the source application.
   Client ID	Displays the client ID as it appears in the client record from the source application.
   Client Sub-ID	Displays the client sub-ID as it appears in the client record from the source application, if one was assigned.
   Client GUID	Displays the client's globally unique identifier (GUID) as it appears in the client record from the source application.

10. Click Save.