Add client portal access
Follow these steps to add a client portal and give the client permission to access to features and modules.
- Select theAdmintab.
- SelectUsers.
- SelectAdd.
- Select the method you want to use to create users:
- Single user - automatic notification: enter name and email information and the user creates a login and password
- Multiple users - automatic notification: Copy name and email information from a spreadsheet and users create their own logins and passwords
- SelectEnter.noteOnce the NetStaff CS user is created, it will show in the list of NetStaff CS users. At this time you can assign permissions even if the portal hasn’t been registered or previously accessed.
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.The primary NetFirm CS administrator is the person who was designated as your firm's NetFirm CS administrator on the purchase agreement.
- To restrict the hours during which users can access their portals, assign users to shifts.
- If your firm licenses Microsoft Office applications through Virtual Office CS or Software as a Service (SaaS) and you want Thomson Reuters to host the user's email account, enable Microsoft Exchange.
- If you enabled Microsoft Exchange for the user, you can allow the user to access Virtual Office CS or Software as a Service (SaaS) Microsoft Outlook data through a personal handheld device.
- Give the user access to NetStaff CS modules
- You can give users access to most NetStaff CS modules at the group level.
