Storing your DT Staff Portal password
If your firm is licensed for the Client Management module and DT Firm Portal, you can store your login credentials in the DT Staff Portal Login Information dialog to facilitate portal-related tasks.
Choose Setup > System Configuration > DT Staff Portal Login Information.
If you have an existing portal in DT Staff Portal and have registered it in DT Practice, this dialog displays your login ID and portal name. Enter your portal password and select
OK
to save the password.