Staff Portal

Determining which client portals a staff member can view

The DT Staff Portal Modules report can help you to determine which client portals each staff members has permission to view.
  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. Select DT Staff Portal Modules in the Reports list.
  3. In the right pane, select View Portal from the Module drop-down list.
    DT Firm Portal lists all DT Staff Portal users who have permission to view client portals. If the DT Staff Portal user can view all client portals, "ALL" appears in the Client Login and the Client Name columns.
  4. To search for a DT Staff Portal 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.
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 buttonRefresh button.

This article applies to:

  • Product: dt-virtual-office