Store your NetStaff CS password

Store your NetStaff CS password to simplify portal-related tasks in the application.

Overview

If your firm is licensed for the Client Management module and NetFirm CS, you can store your sign in credentials in the
NetStaff CS Login Information
window to facilitate portal-related tasks.

Access the window

To open the
NetStaff CS Login Information
window, choose
Setup
System Configuration
NetStaff CS Login Information
.

How it works

If you have an existing portal in NetStaff CS and have registered it in Practice CS, the window displays your sign in ID and portal name.
Enter your portal password and select
OK
to save the password.