This article applies to:

Determining which portals are linked

The Linked Users report will help you to determine which portals are linked.

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.

In the Reports list, select Linked Users.

The report lists information about portals that are linked to portals with the same firm ID as your Digita NetFirm administration portal.

note

If the Linked Users report is not listed, your firm has not entered any firm IDs for account linking.

To search for a user, enter any part of the user's name or login in the Find
field.

note

Delete the entry from the Find
field to view the full list of users who have access to the module.

note

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 Download a spreadsheet button

to create a CSV file of the report.

To save or print the report, click the Download a PDF of this report
button Download a PDF button

.

To refresh the report, click the Refresh button

.