Client Portal

Adding client portals

Follow these steps to add a client portal and give the client permission to access the appropriate features and modules.
  1. If you have NetClient CS admin rights, click the Admin tab of the navigation pane.
  2. Click the
    Users
     link in the DT Client Portal section.
  3. Click the Add button at the bottom of the Users list.
  4. In the Add DT Client Portal Users dialog, click the method you want to use to create users.
    • Single user - manual notification:
       You set up the login information and communicate it to the user.
    • Single user - automatic notification:
       You enter name and email information and the user creates a login and password.
    • Multiple users - automatic notification:
       Copy name and email information from a spreadsheet and users create their own logins and passwords.
    note
    • If you choose the
      Multiple users - automatic notification
       method, see Creating a spreadsheet of new user information for information about setting up a spreadsheet of client information.
    • If you choose the
      Single user - manual notification
       method, you must choose a login for the account. This login must be unique; it cannot match the login for any other DT Client Portal or DT Staff Portal user for any firm.
    • If you choose the
      Single user - automatic notification
       method or the
      Multiple users - automatic notification
       method, you can require clients to enter the last four digits of their Social Insurance numbers (SINs) when they register their portals.
    • If you choose the
      Single user - manual notification
       method or the
      Single user - automatic notification
       method, you can specify the language in which the portal is created. If you choose the
      Multiple users - automatic notification
       method, DT Firm Portal will create all of the portals with the language that you select in the
      Language
       field; users can change the language of their portals through the portal login screen or through the Edit Account command.
  5. Give the user access to DT Client Portal modules.
    note
    • Your firm’s primary DT Firm Portal administrator can designate any client portal as private.
      The primary DT Firm Portal administrator is the person who was designated as your firm’s DT Firm Portal administrator on the purchase agreement.
    • You can give users access to some DT Client Portal modules at the group level.
    • Through DT Firm Portal administration, you can view the client portals that you create.
  6. Click Enter.

This article applies to:

  • Product: dt-virtual-office