Client portal setup
If you're licensed for the Client Management module and NetFirm CS, you can set up web portals for staff members and client contacts to share files with them securely
note
The NetClient CS portal service is billed on a monthly basis.
Follow these steps to set up a new portal.
- Go toSetup, thenClients, followed byContact Infofor your client.
- Enter the email address for your contact.
- Choose aPortalto link this Practice CS contact.tipUseFindto search for a portal.
- SelectActionsthenAdd Portalif there isn't an existing NetClient portal.
Your contact receives an email after you save. At this stage, the portal has a status of
Unregistered
and can't be used for file transfers until the contact completes registration.
