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Add a staff portal
Add a staff portal by selecting by adding user details and assigning NetStaff CS module access, with optional privacy and access restrictions.
Follow these steps to add a staff portal.
- If you have NetStaff CS admin rights, select theAdmintab of the navigation pane.
- SelectUsersin the NetStaff CS section.
- SelectAddat the end of the Users list.
- In the Add NetStaff CS Users window, select the method you want to use to create users.
- Single user - automatic notification: You'll enter the name and email information. This is the email address they will use to login to their NetStaff CS account and you can require clients to enter the last 4 numbers of their employee identification number (EIN) or Social Security number (SSN) when they register their portals.
- Multiple users - automatic notification: You'll copy the name and email information from a spreadsheet. See the steps to create a spreadsheet to add multiple portal users for more information. You can require clients to enter the last 4 numbers of their employee identification number (EIN) or Social Security number (SSN) when they register their portals.
- SelectEnter.
- Give the user access to NetStaff CS modules.note
- Your firm's primary NetFirm CS administrator can make any client portal private.
- You can give users access to some NetClient CS modules at the group level.
- You can view the client portals you create through NetFirm CS administration.
- SelectEnter.
Optional steps
- If you are your firm's primary NetStaff CS administrator, you can hide Document Presentation files for specific clients or companies from this user.
- To restrict the hours during which users can access their portals, assign users to shifts.
- If your firm uses Microsoft Office applications in Virtual Office CS or Software as a Service (SaaS), make sure the user has a supported Microsoft 365 subscription and an active mailbox in your firm's Microsoft 365 tenant, if the user will use Outlook.
- Give the user access to NetStaff CS modules
- You can give users access to most NetStaff CS modules at the group level. To learn how to do this, see Modifying a NetStaff CS user's access to modules.
This article applies to:
- Product: Virtual Office CS
- Subject: Setup