Customizing the portal experience for your users
Includes branding portals and notification messages, creating terms and conditions, setting password requirements, and more
Setting up portals
Includes adding login fields to your website, creating portals and groups, determining which features and modules are appropriate for users, giving DT Staff Portal users access to administration, hiding client or company data from DT Staff Portal users, and more
Reporting
Includes determining when users last logged in to their portals and more
Troubleshooting
Includes information about supported internet browsers, testing your connections, and finding answers to your questions
Managing portals and permissions
Document Presentation
Includes giving users access, sending notifications about new files, and deleting files and drawers from Document Presentation
File Exchange
Includes giving users access, sending notifications about new files, and adding File Exchange folders
Links
News
Additional information
Includes information about giving DT Staff Portal users access to Staff Availability, contacting our Support team, changing your password, and more
See also: Finding answers to your questions about DT Firm Portal