Client Portal

Viewing client portals through DT Firm Portal administration

If your firm’s DT Firm Portal administrator gave you permission to view client portals as the user, you can view client portals with all of the functionality that is available to the DT Client Portal user.
  1. In the Admin tab of the navigation pane, click the
    Users
     link in the DT Client Portal section.
    note
    If you don’t see this link, you don’t have access to this area.
  2. In the Users list, enter any part of the user’s name or login in the
    Find
     field, and then click the user’s name.
    note
    Delete the entry from the
    Find
     field to view the full list of users.
  3. Click the blue View Portal button near the upper-right corner of the screen.
    note
    If the View Portal button is not available and the Identification section includes a message that this is a private portal, only your primary DT Firm Portal administrator has access to the View Portal button.
    The primary DT Firm Portal administrator is the person who was designated as your firm's DT Firm Portal administrator on the purchase agreement.
    The client portal opens. DT Firm Portal displays a red bar at the top of the screen to indicate that you are viewing the portal as the user.
  4. Click the Done button in the red bar. DT Firm Portal returns you to the permissions screen for the DT Client Portal user.

This article applies to:

  • Product: dt-virtual-office