Client Portal

Adding users to a group

Assigning DT Client Portal users or DT Staff Portal users to groups enables you to give groups of users access to modules.
  1. In the Admin tab of the navigation pane, do one of the following.
    • Click the
      Groups
       link in the DT Client Portal section to add DT Client Portal users to groups.
    • Click the
      Groups
       link in the DT Staff Portal section to add DT Staff Portal users to groups.
    note
    Note:
    If you don’t see these links, you don’t have access to these areas.
  2. In the Groups list, enter any part of the group name in the
    Find
     field and click the group name. DT Firm Portal displays the information for the group on the right.
    note
    Tip:
    Delete the entry from the
    Find
     field to view the full list of groups.
  3. In the Group Members section, mark the checkbox for each user who needs access to the modules that are available to this group.
    note
    Notes
    • To find a user, enter any part of a users’ 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.
  4. Click Enter.

This article applies to:

  • Product: dt-virtual-office