This article applies to:

Adding portals while setting up clients or contacts

note

This topic assumes that you are adding or editing a contact using the Contact Info tab or the Contact dialog.

Verify that the contact has a valid email address in the E-mail
field.

Select the Actions
button next to the Portal
field and choose Add Portal
.

Select the appropriate button.

To add a permanent portal, select Add a portal for DT Client Portal

To add a temporary portal, select Add a temporary portal for DT Client Portal

Finish adding or editing information for the contact and select Enter
to save the contact.

DT Client Portal sends an email message to the contact with a link to register the portal and information for logging in.