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This article applies to:

  • Product: dt-virtual-office

Hiding data from groups of DT Staff Portal users

To hide Document Presentation files from all members of a DT Staff Portal group, follow these steps.
note
  • This topic explains how to hide Document Presentation files from all members of a DT Staff Portal group. To learn how to prevent individual DT Staff Portal users from accessing
    any
     data for a DT Client Portal user (not just Document Presentation files), see Giving administrative privileges to DT Staff Portal users.
  • Only the primary DT Firm Portal administrator can perform this task.
    The primary DT Firm Portal administrator is the person who was designated as your firm’s DT Firm Portal administrator on the purchase agreement.
  1. In the Admin tab of the navigation pane, click the
    Groups
     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 Groups list, enter any part of the group name in the
    Find
     field, and click the group name. DT Firm Portal displays the group’s information on the right.
    tip
    Delete the entry from the
    Find
     field to view the full list of users.
  3. In the Settings section, click the Enable button for Client Exclusions.
  4. The Client Exclusions dialog lists all clients and companies for which data is available through DT Client Portal or DT Staff Portal. Mark the checkboxes for the clients or companies whose Document Presentation files you want to hide from this group of DT Staff Portal users.
  5. Click Enter.