NetClient
Search
Search Virtual Office Support Help and Support.

This article applies to:

  • Product: Digita Virtual Office

Adding client portals

Follow these steps to add a client portal and give the client permission to access the appropriate features and modules.
  1. If you have NetClient CS admin rights, click the Admin tab of the navigation pane.
  2. Click the
    Users
     link in the Digita NetClient section.
  3. Click the Add button at the bottom of the Users list.
  4. In the Add Digita NetClient Users dialog, click the method you want to use to create users.
    • Single user - manual notification:
       You set up the login information and communicate it to the user.
    • Single user - automatic notification:
       You enter name and email information and the user creates a login and password.
    • Multiple users - automatic notification:
       Copy name and email information from a spreadsheet and users create their own logins and passwords.
    note
    • If you choose the
      Single user - manual notification
       method, you must choose a login for the account. This login must be unique; it cannot match the login for any other Digita NetClient or Digita NetStaff user for any firm.
    • If you choose the
      Single user - automatic notification
       method or the
      Multiple users - automatic notification
       method, you can require clients to enter the last four digits of their National Insurance numbers (NIs) when they register their portals.
  5. Give the user access to Digita NetClient modules.
    note
    • Your firm’s primary Digita NetFirm administrator can designate any client portal as private.
    • The primary Digita NetFirm administrator is the person who was designated as your firm’s Digita NetFirm administrator on the purchase agreement.
    • You can give users access to some Digita NetClient modules at the group level.
    • Through Digita NetFirm administration, you can view the client portals that you create.
  6. Click Enter.