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Setup

Add portals for staff and offices

Create secure portals for staff, offices, or your firm to share documents and information over the internet.
If your firm is licensed for the Client Management module and NetFirm CS, you can set up web-based portals that let your staff members share documents and other information with contacts securely over the internet.
Staff portals are permanent portals associated with members of your firm’s staff. You can also create a portal for your firm as a whole, or a portal for each of your firm’s offices.

Add portals for staff

To set up a portal for a staff member, an office, or your firm, follow these steps.
  1. Open the Contact Info tab for the type of contact whose portal you want to create.
    • For staff members, choose
      Setup
      Staff
       and select the
      Contact Info
       tab.
    • For an office, choose
      Setup
      Offices
       and select the
      Contact Info
       tab.
    • For your firm, choose
      Setup
      Firm
       and select the
      Contact Info
       tab.
  2. Enter (or verify) an email address for the staff member, office, or firm in the
    E-mail
     field.
    Valid email addresses are required for all portals.
  3. If you think there may already be an active portal for the staff member, office, or firm, select the Find button next to the
    Portal
     field to search existing portals for a match. If a matching portal is found, select it to associate the portal with the staff member, office, or firm in Practice CS.
  4. If you want to create a new portal, select the Actions button and choose Add Portal from the dropdown list.
  5. In the window that opens, select
    Add a portal for NetStaff CS
    . This immediately creates a new portal for the staff member, office, or firm. An email message is sent to the specified address with instructions for registering the new portal and logging in.
    note
    To refer to more information about the portal you are about to create, select the
    Show details
     link.
The portal registration process requires a staff member to select a link in the email message received after portal creation verifying both identity and email address. As part of the process, the staff member who registers the portal can choose a sign in name and password.

This article applies to:

  • Product: Practice CS
  • Subject: Setup