Adding client portals

Alerts and notices
Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

 

Leave this blank:

Please tell us how we can make this topic more helpful.


Characters left:

Follow these steps to add a client portal and give the client permission to access the appropriate features and modules.

  1. In Admin tab of the navigation pane, click the Users link in the NetClient CS section.

    Note: If you don’t see this link, you don’t have access to this area.

  2. Click the Add button at the bottom of the Users list.
  3. In the Add NetClient CS Users dialog, click the method you want to use to create users.

    Notes

    • If you choose the Multiple users - automatic notification method, see Creating a spreadsheet of new user information for information about setting up a spreadsheet of client information.
    • If you choose the Single user - automatic notification method, you must choose a login for the account. This login must be unique; it cannot match the login for any other NetClient CS or NetStaff CS user for any firm.
    • If you choose the Single user - automatic notification method or the Multiple users - automatic notification method, you can require clients to enter the last four digits of their employee identification numbers (EINs) or Social Security numbers (SSNs) when they register their portals.
  4. Give the user access to NetClient CS modules.

    Notes

  5. Click Enter.

Related topic: Adding a NetClient CS demonstration portal

Share This