Modifying a user’s access to the Links module
Complete these steps to give a DT Client Portal user or a DT Staff Portal user access to Links modules.
note
You can give DT Staff Portal users access to this module at the group level.
- In the Admin tab of the navigation pane, do one of the following.
- Click theUserslink in the DT Client Portal section to modify a DT Client Portal user’s access to Links modules.
- Click theUserslink in the DT Staff Portal section to modify a DT Staff Portal user’s access to Links modules.
noteIf you don’t see these links, you don’t have access to these areas. - In the Users list, enter any part of the user’s name or login in theFindfield to locate the user and click the user’s name. The information for the user displays on the right.tipDelete the entry from theFindfield to view the full list of users.
- Click the Enable button for Links.
- Mark theReadcheckbox for any module the user needs to access, and clear the checkbox for any module the user no longer needs to access.note
- Each user must create his own links in any private Links module. As a result, DT Firm Portal marks and grays theEditcheckbox when you mark theReadcheckbox for a private Links module.
- If the user has access to Links modules through group permissions, the rows for those Link modules are grayed. To remove the user’s access to those modules, you must remove the user from the group.
- Enter any part of the Links module name in theFindfield to locate a Links module.
- Click the Unselected button to display in the module list only the Links modules to which the user does not have access. Click the Selected button to display in the module list only the Links modules to which the user has access.
- Click Enter.
- DT Staff Portal only:Mark theEditcheckbox for any public Links module that this user will be responsible for updating.noteTheEditcheckbox is available only after you mark the adjacentReadcheckbox.
- Click Enter.