Staff Portal

Determining which portals are linked

The Linked Users report will help you to determine which portals are linked.
  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, select Linked Users.
    The report lists information about portals that are linked to portals with the same firm ID as your DT Firm Portal administration portal.
    note
    If the Linked Users report is not listed, your firm has not entered any firm IDs for account linking.
  3. 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 export the report to a spreadsheet application, click the Download a spreadsheet of this report button Download a spreadsheet button to create a CSV file of the report.
  • 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