Staff Portal

Giving administrative privileges to DT Staff Portal users

To give DT Staff Portal users administrative privileges that allow them full access to all areas or to selected areas of DT Firm Portal administration, follow these steps.
  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. 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.
    tip
    Delete the entry from the
    Find
     field to view the full list of users.
  3. In the Permissions section, click the Enable button for Administration.
  4. Mark the checkboxes for the administration areas that the DT Staff Portal user needs to access.
    note
    If you don’t have administrator rights to all of the areas below and you attempt to give administration privileges to other DT Staff Portal users, the checkboxes are disabled for the areas to which you don’t have access. Please contact your firm’s primary DT Firm Portal administrator if these rights should be enabled for your account.
    The primary DT Firm Portal administrator is the person who was designated as your firm’s DT Firm Portal administrator on the purchase agreement.
    Area
    Description
    Notes
    DT Client Portal
    Allows the user to add client portals and groups and to perform all DT Client Portal administration tasks, including modifying module permissions.
    Also enables the DT Staff Portal user to view the selected client portals from within administration mode.
    • If the user has access to DT Client Portal administration and File Exchange, DT Firm Portal will include the selected client portals in the
      File Exchange View
       field of the File Exchange screen in the user’s staff portal.
    • To prevent this DT Staff Portal user from viewing specific client portals, mark the DT Client Portal checkbox, click the Selected button under the Access Permissions heading, mark the checkbox to the left of the Name column heading, unmark the checkboxes for the client portals that you don’t want this DT Staff Portal user to access, and click ENTER. If the
      View Client Portal
       checkbox is marked, click the words "View Client Portal," and verify that the checkboxes are cleared for the same client portals.
    • If you want the user to be able to view client portals but you don’t want them to be able to add client portals and groups, see the View Client Portal row below.
    DT Staff Portal
    Allows the user to perform all DT Staff Portal administration tasks, including adding staff portals and groups. Also allows the user to modify module permissions for staff portals, including giving other DT Staff Portal users access to areas of DT Firm Portal administration.
    N/A
    Utilities
    Allows the user to change the appearance of portals, clean up Document Presentation files, set up notification messages, view reports, and more.
    To give the user access to only selected Utilities features, click the Selected button under the Access Permissions heading, mark the checkboxes for the appropriate features, and click ENTER.
    N/A
    View Client Portal
    Allows the user to view all or selected client portals.
    To give the user access to selected client portals, click the Selected button under the Access Permissions heading, mark the checkboxes for the appropriate client portals, and click ENTER.
    If a firm administrator gives a DT Staff Portal user access to the View Client Portal area but not to the DT Client Portal area, the client identification information is read only, the Settings and Permissions sections are hidden, and the buttons for adding and deleting users are disabled.
  5. If you marked the DT Client Portal checkbox but the DT Staff Portal user should not have access to all client portals, highlight DT Client Portal in the list on the left, click the Selected button under the Access Permissions heading, and mark the checkboxes for the client portals that the user needs to access.
  6. Click Enter.
The next time the staff member logs in to his portal, he will have access to the administration areas that you have enabled.

This article applies to:

  • Product: dt-virtual-office