Managing Firm Users

Most administrative tasks for firm users begin on the Manage Firm User window. To access this page and perform administrative tasks, do the following:

  1. After logging in to your portal, click the Administration tab on the navigation panel.
  2. Select Setup > Manage firm users.
  3. Do any of the following as needed to locate specific users on this page:

    4. ClosedView a list of all users for a specific portal.

    1. Click the down arrow beside the text box that displays above the grid, and then select Portal Name.
    2. 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 for the selected portal display in the grid.

    ClosedSearch for a specific user by email address.

    1. Click the down arrow beside the text box that displays above the grid, and then select Email Address.
    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. Perform any of the following administrative tasks as needed:

    5. ClosedCreate a new firm user.

    1. Click Create at the bottom of the window to display the User Information window.
    2. Enter information for the new user on the Personal tab.
    3. Select the Portal Access and Security tab.
    4. Do one of the following as needed to select portal access and security options for this user:
      • 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.

      Note: You can assign additional portal access rights to the user by clicking the Add Portal button and selecting an additional portal.

    ClosedEdit an existing user

    1. Select the user that you want to edit information for. You can do either of the following to help locate the user:

      • Generate a list of users for the portal the user has rights to. Select a user, and then click Edit selected.
      • Search for a specific user by email address.
    2. Edit information for the users on the Personal tab.
    3. Select the Portal Access and Security tab.
    4. Do one of the following as needed to select portal access and security options for this user:
      • 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.

      Note: You can assign additional portal access rights to the user by clicking the Add Portal button and selecting an additional portal.

    ClosedDelete a portal user.

    1. Select the box for the user you are deleting.
    2. Click Delete Selected.
    3. Click OK.

ClosedTell me about the information displayed in the Manage Firm User grid.