Create a spreadsheet to add multiple portal users
Follow these steps to add multiple client portals or staff portals at once.
- In Microsoft Excel or another spreadsheet application, create a spreadsheet with the following columns: First name, Last name, Email address.
- Enter the first name, last name, email address, for each client or staff member for whom you'll create a client portal or a staff portal.note
- You'll need to enter a unique email address for each client.
- If you enter an email address already associated with a portal that was created while adding multiple portals, the first and last names entered for that portal will be updated with the information in the spreadsheet.
- Select the cells that include the client or staff information. (Don't select the row that includes the column headings.)
- Use CTRL+C to copy the information.
- Place your cursor in the text area of the window, and use CTRL+V to paste the information from the spreadsheet into the window.
- SelectEnter.
NetFirm CS sends a registration message to each email address. Each client or staff member needs to select the link in the registration email message and then create a password for NetClient CS or NetStaff CS.
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- Through NetFirm CS administration, you can display client portals that you add.
- Users need to create their own sign ins and passwords during the registration process. If you open the NetClient CS user list and select a user who hasn't yet completed the registration process, theLoginfield is unavailable.
- You can assign permissions to a NetClient CS or NetStaff CS portal before or after the user has registered the portal.
