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Set up NetClient CS

Create a spreadsheet to add multiple portal users

Follow these steps to add multiple client portals or staff portals at once.
  1. In Microsoft Excel or another spreadsheet application, create a spreadsheet with the following columns: First name, Last name, Email address.
  2. Enter the first name, last name, email address, for each client or staff member for whom you'll create a client portal or a staff portal.
    note
    • You'll need to enter a unique email address for each client.
    • If you enter an email address already associated with a portal that was created while adding multiple portals, the first and last names entered for that portal will be updated with the information in the spreadsheet.
  3. Select the cells that include the client or staff information. (Don't select the row that includes the column headings.)
  4. Use CTRL+C to copy the information.
  5. Place your cursor in the text area of the window, and use CTRL+V to paste the information from the spreadsheet into the window.
  6. Select
    Enter
    .
NetFirm CS sends a registration message to each email address. Each client or staff member needs to select the link in the registration email message and then create a password for NetClient CS or NetStaff CS.
note
  • Through NetFirm CS administration, you can display client portals that you add.
  • Users need to create their own sign ins and passwords during the registration process. If you open the NetClient CS user list and select a user who hasn't yet completed the registration process, the
    Login
     field is unavailable.
  • You can assign permissions to a NetClient CS or NetStaff CS portal before or after the user has registered the portal.

This article applies to:

  • PRODUCT: Virtual Office CS
  • Subject: Setup

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