Setup Tasks for Firm Administrators

As part of the initial setup of a firm portal, the firm administrator can customize the look of the portal by adding a logo and changing the portal theme. The administrator also sets up security options, creates additional firm users, and configures other firm-level options. If needed, the administrator can give other firm users administrative rights to create client portals and users, among other rights.

Click a link below to learn more about the firm administrator setup tasks.