Staff Portal

Adding DT Staff Portal user portals

Follow these steps to add a staff portal and give the staff member permission to access the appropriate features and modules.
  1. In the Admin tab of the navigation pane, click the
    Users
     link in the DT Staff 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 Users list.
  3. In the Add DT Staff Portal Users dialog, click the method you want to use to create users.
    note
    • If you choose the
      Single user - manual notification
       method, you must choose a login for the account. This login must be unique, and cannot match the login for any other DT Client Portal or DT Staff Portal user for any firm. If the login has already been used, you will see a yellow warning symbol next to the
      Login
       field.
    • 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 - 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. With this requirement, the user must enter the same number to register the portal. Without this requirement, the user will not be asked to provide this information when registering the portal.
    • 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.
  4. Click Enter. Once the DT Staff Portal user is created, it will show in the list of DT Staff Portal users. At this time you can assign permissions even if the portal has not been registered or previously accessed.
Below are
optional
 steps that you may want to complete to finish setting up the new DT Staff Portal portal.
  • If you are your firm’s primary DT Staff Portal administrator, you can hide Document Presentation files for specific clients or companies from this user.
    The primary DT Firm Portal administrator is the person who was designated as your firm’s DT Firm Portal administrator on the purchase agreement.
  • To restrict the hours during which users can access their portals, assign users to shifts.
  • Give the user access to DT Staff Portal modules.
    note
    You can give users access to most DT Staff Portal modules at the group level.

This article applies to:

  • Product: dt-virtual-office