View the User Accounts report to show a history of client and staff portals
- On theAdmintab of the Navigation pane, selectReportsin the Utilities section.
- In the Reports list, selectUser Accounts.noteThe following are default columns in the User Accounts report.
- Login.
- Name.
- User Type—For example, Firm Administrator, NetClient CS, NetStaff CS, or Employee Self-Service.You can find the primary NetFirm CS administrator on the purchase agreement.
- Email.
- Portal ID— used mostly with Software as a Service (SaaS), Virtual Client Office, and Virtual Office. You can use it to identify who owns a folder. For example, in Virtual Office CS Microsoft Word, select.File,Open, and copy aPortal IDfrom the list to theFindfield on this report
- Account Created/Account Deleted— the date a NetFirm CS administrator created or deleted the portal.
- Under Report Options, selectCustomizeand choose the columns you want to include.
- Last Login.
- Module.
- Enabled Date.
- Expiration Date(for temporary portals created through Practice CS)
- User Type.
- Module.noteTheAdditional Detailspane includes headings for NetClient CS modules and for NetStaff CS modules. You'll find modules available to both listed twice.
- UseFindto get a sign in, name, or email address for a person.
- Select a column to sort the report.
- To export the report as a CSV file, selectDownload a spreadsheet of this report.
- To save or print the report, selectDownload a PDF of this report.
- To update the report, selectRefresh.
Related Content
-
Prepare for migration to Onvio
Format:
Article,
2 min read
