Setting Up Portal

The Portal setup tasks you must perform before using Portal will depend on your portal user type. Your user type displays in parentheses after your user name in the top right corner of the Portal window. Click a link below to learn more about the tasks each user type can perform.

Note: Firm users with administrative access also can perform some of the tasks assigned to the firm administrator. The tasks they can perform will vary depending on the administrative role assigned to them. Firm users without administrative access do not need to do any additional setup beyond the basic setup that all users perform.

Setup tasks for all users

Setup tasks for firm administrators

Setup tasks for portal administrators