Staff Portal

Determining which users have access to each module

The DT Client Portal Modules report and the DT Staff Portal Modules report can help you to determine which users have access to each module.
  1. In the Admin tab of the navigation pane, click the
    Reports
     link in the Utilities section.
    note
    If you don’t see this link, you don’t have access to this area.
  2. In the Reports list, do one of the following.
    • Select DT Client Portal Modules to determine which DT Client Portal users have access to each module.
    • Select DT Staff Portal Modules to determine which DT Staff Portal users have access to each module.
  3. In the right pane, select a module from the
    Module
     drop-down list.
    DT Firm Portal lists the users who have access to the selected module.
    note
    In the DT Staff Portal Modules report, you can click the Groups button at the top of the DT Staff Portal Modules pane to view a list of DT Staff Portal groups that have access to the module.
  4. To search for a user, enter any part of the user’s name or login in the
    Find
     field.
    tip
    Delete the entry from the
    Find
     field to view the full list of users who have access to the module.
note
  • Click a column heading to sort the report by the entries in that column.
  • To save or print the report, click the Download a PDF of this report button Download a PDF button.
  • To refresh the report, click the Refresh button Refresh button.

This article applies to:

  • Product: dt-virtual-office