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Client Management

Staff 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 staff portal.
  1. Go to
    Setup
    , then
    Staff
    .
  2. In the
    Contact Info
     tab, enter the email address for your staff member.
  3. Choose a
    Portal
     to link this Practice CS contact.
    tip
    Use
    Find
     to search for a portal.
  4. Select
    Actions
     then
    Add Portal
     if there isn't an existing NetStaff portal.
Your contact receives an email after you save. At this stage, the portal is
Unregistered
 and can't be used for file transfers until the contact completes registration. You don't need to sign in to NetStaff CS to transfer files.

This article applies to:

  • Product: Practice CS

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