Adding a Portal User

By default, a portal user is assigned to the portal in which the user was created. You can also assign a portal user to additional portals, if needed. Once you have saved the information for a new user, a Welcome email with instructions for accessing and logging into the portal is sent to the user.

To add a portal user, do the following:

  1. Click or tap Client Users on the banner bar.
  2. Click or tap Add New User.
  3. Enter information about the user on the User Profile tab.

    Note:

    • For additional security, we recommend adding at least one phone number to the user's profile. Client Axcess uses this phone number to send a verification code when the user first logs into Client Axcess on a device or when resetting the user's password.
    • See About Security User Roles for information about selecting the correct security user role for a user.
  4. Click the Assigned Portals tab.
  5. Set the Closedportal options for this user.
    1. Select the file management role the user should have for this portal.
    2. Keep the Grant Access check box selected to allow the user to access the portal once you save this page. Clear the check box if you do not want to give access immediately.

      Note: Clearing the Grant Access box deletes the user from the list of users for the specified portal. If the user has access to multiple portals, the user is not deleted from any other portals.

    3. If needed, enter a date in the Access Expiration box when this user's access to the portal should expire.
    4. Select the My Files Access check box to grant portal users access to the My Files area. Clear the check box to revoke access to the My Files area.

      Note: This option is only available if the firm providing the portal has licensed this feature and enabled it for the portal.

  6. If needed, Closedassign the user to additional portals.
    1. Click or tap Assign more portals.
    2. Enter all or part of a portal name in the search box, and then click  .
    3. Select the needed portal from the Search Results list.
    4. Set options for the additional portal. See step 5 for more information about these options.
  7. Click or tap Save and Close.