Staff Portal

Viewing the history of client portals and staff portals

The User Accounts report includes a history of client portals and staff portals.
  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 User Accounts.
    The report includes the following columns by default.
    Column
    Notes
    Login
    None
    Name
    None
    User Type
    The following user types might appear in this column: Firm Administrator, DT Client Portal, or DT Staff Portal.
    The primary DT Firm Portal administrator is the person who was designated as your firm?s DT Firm Portal administrator on the purchase agreement.
    Email
    None
    Portal ID
    None
    Account Created
    This column includes the date on which a DT Firm Portal administrator created the portal.
    Account Deleted
    If a DT Firm Portal administrator deleted a portal, this column includes the date on which the portal was deleted.
  3. Optional:
     Under Report Options, click the Customize button to add any of the following columns to the report: Last Login, Module, Enabled Date, and Expiration Date (for temporary portals created through DT Practice). You can also remove default columns from the report. If you include the following columns, you can further customize the report.
    Column
    Details
    User Type
    Mark and clear the checkboxes on the right to include only certain types of users in the report.
    Module
    Mark and clear the checkboxes on the right to include in the report only users who have access to certain modules. You can also include in the report only users who don’t have access to any modules.
    note
    The Additional Details pane includes headings for DT Client Portal modules and for DT Staff Portal modules. Modules that are available to both types of users are listed twice; for example, File Exchange appears in both the DT Client Portal Modules section and the DT Staff Portal Modules section.
note
  • To find a login, name, or email address, enter any part of a user’s name, login, or email address in the
    Find
     field.
  • 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 . DT Firm Portal creates a CSV file of the report.
  • To save or print the report, click the Download a PDF of this report button .
  • To refresh the report, click the Refresh button .

This article applies to:

  • Product: dt-virtual-office