Getting started with NetFirm CS

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This topic presents an outline of the steps to follow to customize the appearance of portals, to enable your staff and your clients to access their portals, and to set up client portals and staff portals.

The information in this topic applies only to NetStaff CS users who have access to NetFirm CS administration. If you do not see an Admin tab in the navigation pane, you cannot perform the tasks outlined in this topic.

Web Services Transition Tutorial

Our free Web Services Transition Tutorial is designed to quickly educate firms about working in the Virtual Office CS or SaaS environment. See Web Services Transition Tutorial for more information.

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Initial NetFirm CS administration tasks

Before you begin setting up client portals and staff portals, you need to customize the appearance of portals and enable clients to access portals. You might also want to create a NetClient CS demonstration portal that you can use to introduce your clients to NetClient CS and to train your staff.

Customize the portal login screen

Customize the appearance of client portals and staff portals

Customize the appearance of the NetClient CS mobile app

Add a NetClient CS demonstration portal

Enable users to link portals

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Setting up client portals

Determine which NetClient CS modules are appropriate for your clients

Add client portals

Optional: Designate the appropriate client portals as private portals — Only your firm’s primary NetFirm CS administrator can view private client portals through NetFirm CS administration.

Optional: Add NetClient CS groups to give groups of users access to NetClient CS modules

Modify each NetClient CS user’s access to modules

Optional: Let your clients know about the NetClient CS mobile app for Apple and Android devices

Optional: Setting up multi-factor authentication for clients

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Setting up staff portals

Determine which NetStaff CS modules are appropriate for your staff

Add staff portals

Optional: Add NetStaff CS groups to give groups of users access to NetStaff CS modules

Modify each NetStaff CS user’s access to modules

Enable NetStaff CS users to work in the Virtual Office CS or SaaS environment

Give administrative privileges to NetStaff CS users

Optional: Setting up multi-factor authentication for staff

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Accessing portals

Logging into portals

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