Staff Portal

Modifying a DT Staff Portal group’s access to modules

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You can assign DT Staff Portal users to groups, and give the groups access to modules.
note
The DT Staff Portal [System Group] includes all DT Staff Portal users. You can give all current and future DT Staff Portal users access to modules through this group.
  1. If you haven’t already done so, add a DT Staff Portal group.
  2. 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.
  3. 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 groups.
  4. In the Permissions section, you can enable modules, disable modules, and modify module permissions. A permissions dialog opens when you click the Enable or Disable button. Click the name of a module below to learn about its permissions.
    note
    The Staff Availability module does not have a permissions dialog. DT Staff Portal users determine the content of this module.
    Document Presentation
    DT Firm Portal lists all of the drawers that were designated as contributors to DT Client Portal the last time your firm placed a call to DT Connect.
    Do one of the following.
    Option
    Steps
    Give the group access to Document Presentation files in all drawers
    1. Click the All Drawers button.
    2. Click Enter.
    Modify the group’s access to Document Presentation drawers
    1. Under the Access Permissions heading, click the Selected button.
    2. Mark the checkboxes for the drawers that contain Document Presentation files that members of the group need to access, and clear the checkboxes for drawers that contain files that group members no longer need to access.
    3. Click Enter.
    File Exchange
    1. Mark the checkbox for each folder that contains files that members of the group need to access, and clear the checkbox for each folder that contains files that group members no longer need to access.
    2. Click Enter.
    Links
    1. Mark the
      Read
       checkbox for any private Links module that members of the group need to access, and clear the checkbox for any module that group members no longer need to access.
      note
      Each user must create his own links in any private Links module. As a result, DT Firm Portal marks and grays the
      Edit
       checkbox when you mark the
      Read
       checkbox for a private Links module.
    2. Mark the Edit checkbox for any public Links module that members of this group will be responsible for updating.
      note
      The
      Edit
       checkbox is available only after you mark the adjacent
      Read
       checkbox.
    3. Click Enter.
    News
    1. Mark the
      Read
       checkbox for any module that members of the group need to access, and clear the checkbox for any module that group members no longer need to access.
    2. Mark the
      Edit
       checkbox for any News module that members of this group will be responsible for updating.
      note
      The
      Edit
       checkbox is available only when the adjacent
      Read
       checkbox is marked.
    3. Click Enter.

This article applies to:

  • Product: dt-virtual-office