DT Firm Portal frequently asked questions
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This topic contains frequently asked questions (FAQs) about working in DT Firm Portal administration.
General questions
Can I view my clients’ portals?
Yes. See Viewing client portals through DT Firm Portal administration for details.
Can I create multiple client portals at once?
Yes. See Creating a spreadsheet of new user information for details.
Why would I assign DT Staff Portal users to groups?
DT Staff Portal groups allow you to manage permissions for DT Staff Portal users at the group level, rather than managing each DT Staff Portal user’s permissions individually. For more information, see Adding users to a group.
What should I do if a portal user’s login is locked?
If anyone makes ten consecutive attempts to log in to a portal using an incorrect password, we will disable the login. We will also send an email message to the email address that is assigned to the portal login; the email message notifies the user of the unsuccessful login attempts, and provides a link to enable the login. We will enable the login after 30 minutes or when the user clicks the link in the email message.
Can I see a list of DT Client Portal users and DT Staff Portal users who are logged in to their portals?
Yes. See Determining which users are logged in to their portals.
What is the difference between a public Links module and a private Links module in DT Staff Portal?
Public Links modules display the same content for all DT Staff Portal users who have access to the module.
Each DT Staff Portal user can add his own list of links to a private Links module.