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.
- Go toSetup, thenStaff.
- In theContact Infotab, enter the email address for your staff member.
- Choose aPortalto link this Practice CS contact.tipUseFindto search for a portal.
- SelectActionsthenAdd Portalif 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.
