Client Portal

Adding DT Client Portal groups

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After you create a group, you can add DT Client Portal users to the group and then give the group access to folders and modules.
  1. In the Admin tab of the navigation pane, click the
    Groups
     link in the DT Client Portal section.
    note
    If you don’t see this link, you don’t have access to this area.
  2. Click the Add button at the bottom of the Groups list.
  3. In the Identification section on the right, enter a name and description for the group.
  4. Press ENTER.
  5. In the Permissions section, click the Enable button for a module that members of this group will need to access.
  6. A permissions dialog opens. Click the name of the module below to learn about the permissions settings.
    File Exchange
    The rest of the steps vary depending on the type of folder you want to allow the group to access.
    Type of folder
    Steps
    Personal
    1. With Personal selected in the Folder Types list, mark the
      Full
       checkbox for each folder that the group members need to access.
      tip
      Enter any part of the folder name in the
      Find
       field to find a folder.
      note
      • DT Client Portal users can view files in, upload files to, delete folders from, and delete subfolders from personal folders to which you grant them access. As a result, only the checkboxes in the Full column are available.
      • To create a folder from within this dialog, click the Add Folder button.
    2. Click Enter.
    Private
    1. In the Folder Types list, click Private.
    2. Mark the
      Full
       checkbox to give group members access to the Private folder.
    3. Click Enter.
    Shared
    1. In the Folder Types list, click Shared.
    2. Mark the
      Read
       checkbox for each folder in which group members will need to view and print files. Mark the
      Full
       checkbox for each folder to which group members will also need to upload files.
      note
      To give group members access to a folder that you have not yet created, create the folder now.
      tip
      • Clear the
        Read
         and
        Full
         checkboxes for each folder that group members no longer need to access.
      • Enter any part of the folder name in the
        Find
         field to locate a specific folder.
    3. Click Enter.
    Links
    1. Mark the
      Read
       checkbox for any module that group members need to access.
      note
      • Enter any part of the Links module name in the
        Find
         field to locate a Links module.
      • Click the Unselected button to display in the module list only the Links modules to which the user does not have access. Click the Selected button to display in the module list only the Links modules to which the user has access.
    2. Click Enter.
    News
    1. Mark the
      Read
       checkbox for any module that group members need to access.
      note
      • Enter any part of the News module name in the
        Find
         field to locate a News module.
      • Click the Unselected button to display in the module list only the News modules to which the group members do not have access. Click the Selected button to display in the module list only the News modules to which the group members have access.
    2. Click Enter.
  7. In the Group Members section, mark the checkbox for each user who needs access to the modules that you enabled for this group.
    note
    • To find a user, enter any part of a user's name or login in the
      Find
       field.
    • Under Filter Options, click the Unselected button to display only the users who are not members of the group. Click the Selected button to display only the users who are group members.
  8. Click Enter.

This article applies to:

  • Product: dt-virtual-office