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Follow these steps to give a DT Client Portal user access to File Exchange folders or to remove a DT Client Portal user’s access to folders.
Note: See DT Client Portal groups for information about giving DT Client Portal users access to modules at the group level.
- In the Admin tab of the navigation pane, click the Users link in the DT Client Portal section.
Note: If you don’t see this link, you don’t have access to this area.
- In the Users list, enter any part of the user’s name or login in the Find field and click the user’s name. DT Firm Portal displays the user’s information on the right.
Tip: Delete the entry from the Find field to view the full list of users.
- In the Permissions section, click the Enable button for File Exchange.
Note: If the DT Client Portal user has access to File Exchange folders through group permissions, the rows for those folders are not available. To remove the user’s access to the folders, you must remove the user from the group or remove the group’s access to the folder.
The rest of the steps vary depending on the type of folder you want to enable or disable for the user.
Folder type |
Temporary or permanent |
Description |
Notes |
File Transfer |
Temporary; DT Firm Portal deletes the files and folders after 30 days. |
DT Firm Portal creates file transfer folders when you send documents to clients or to contacts through DT Practice. |
Firms that are licensed for DT Client Portal and the Client Management module of DT Practice can transfer files securely through DT Practice. For more information, see the DT Practice topic File transfers overview. |
Personal |
Either; the DT Firm Portal administrator determines whether the folder is temporary or permanent. If the folder is temporary, DT Firm Portal deletes files after 14 days. |
DT Client Portal users can upload files to personal folders. Each DT Client Portal user can see only the files he uploaded.
You can give DT Staff Portal users access to DT Client Portal users’ personal File Exchange folders. DT Staff Portal users can view all files in any folder to which they have access.
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DT Staff Portal users who have access to personal File Exchange folders through File Exchange permissions can view files in and upload files to personal File Exchange folders. To do this, choose the DT Client Portal user’s name from the File Exchange View field at the top of the File Exchange screen in the DT Staff Portal user portal.
You can also give DT Staff Portal users permission to view clients’ portals through DT Firm Portal administration.
|
Private |
Permanent |
DT Client Portal users can see only the files they uploaded. |
DT Client Portal users can add and delete subfolders and files in the Private folder. |
Shared |
Either; the DT Firm Portal administrator determines whether the folder is temporary or permanent. If the folder is temporary, DT Firm Portal deletes files after 14 days. |
When you allow DT Client Portal users to view shared folders, they see all files in the folders. You choose whether DT Client Portal users can also upload files to, delete files from, and delete subfolders from shared folders.
DT Staff Portal users who have access to shared File Exchange folders can upload files to and delete files from the folders.
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DT Staff Portal users who have access to shared File Exchange folders through File Exchange permissions can view files in, upload files to, and delete files from shared File Exchange folders. To do this, choose the DT Client Portal user’s name from the File Exchange View field at the top of the File Exchange screen.
You can also give DT Staff Portal users permission to view clients’ portals as the user.
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- Click the appropriate folder type to view the rest of the steps.
- With Personal selected in the Folder Types list, mark the Full checkbox for each folder that the user needs to access and clear the checkbox for each folder that the user does not need to access.
Tip: Enter any part of the folder name in the Find field to find a folder.
Notes
- DT Client Portal users can view files in, upload files to, delete folders from, and delete subfolders from personal folders to which you grant them access. As a result, only the checkboxes in the Full column are available.
- To create a folder from within this dialog, click the Add Folder button.
- Click Enter.
- In the Folder Types list, click Private.
- Mark the Full checkbox to give the user access to the Private folder or clear the checkbox to remove the user’s access to the Private folder.
- Click Enter.
- In the Folder Types list, click Shared.
- Mark the Read checkbox for each folder in which the user needs to view and print files. Mark the Full checkbox for each folder to which the user will also need to upload files, delete files, and delete subfolders.
Tip: Enter any part of the folder name in the Find field to locate a specific folder.
- Clear the Read and Full checkboxes for each folder that the user no longer needs to access.
- Click Enter.
- Once a File Exchange is turned off, all data within the File Exchange is terminated.
- Once a folder is deleted within a File Exchange, all data within the folder is deleted.
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