Setup (General)

Adding portals for staff and offices

If your firm is licensed for the Client Management module and DT Firm Portal, you can set up web-based portals that allow your staff members to share documents and other information with contacts securely over the internet.
Staff portals are permanent portals associated with members of your firm’s staff. You can also create a portal for your firm as a whole, or a portal for each of your firm’s offices.

Adding portals for staff

To set up a portal for a staff member, an office, or your firm, follow these steps.
  1. Open the Contact Info tab for the type of contact whose portal you want to create.
    • For staff members, choose Setup > Staff and go to the Contact Info tab.
    • For an office, choose Setup > Offices and go to the Contact Info tab.
    • For your firm, choose Setup > Firm and go to the Contact Info tab.
  2. Enter (or verify) an email address for the staff member, office, or firm in the
    E-mail
     field.
    Valid email addresses are required for all portals.
  3. If you think there may already be an active portal for the staff member, office, or firm, select the Find button next to the
    Portal
     field to search existing portals for a match. If a matching portal is found, select it to associate the portal with the staff member, office, or firm in DT Practice.
  4. If you want to create a new portal, select the
    Actions
     button and choose
    Add Portal
     from the drop-down list.
  5. In the dialog that opens, select
    Add a portal for DT Staff Portal
    . This immediately creates a new portal for the staff member, office, or firm. An email message is sent to the specified address with instructions for registering the new portal and logging in.
    note
    To see more information about the portal you are about to create, select the
    Show details
     link at the bottom left.
The portal registration process requires a staff member to select a link in the email message received after portal creation, thereby verifying both identity and email address. As part of the process, the staff member who registers the portal can choose a login name and password.

This article applies to:

  • Product: DT Practice