Alerts and notices

You can assign DT Client Portal users to groups, and give the groups access to File Exchange folders, Links modules, and News modules.

To modify a DT Client Portal group's access to modules, follow these steps.

1. In the Admin tab of the navigation pane, click the Groups link in the DT Client Portal section.

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

2. If you haven't already done so, add a DT Client Portal group.
3. In the Groups list, enter any part of the group name in the Find field and click the group name. DT Firm Portal displays the group's information on the right.

   Tip: Delete the entry from the Find field to view the full list of groups.

4. In the Permissions section, you can enable modules, disable modules, and modify module permissions. A permissions dialog opens when you click the Enable or Disable button. Click the name of a module below to learn about its permissions.
   
   

   File Exchange

   The rest of the steps vary depending on the type of folder you want to allow the group to access. To view detailed information about folder types, see File Exchange administration

   Type of folder	Steps
   Personal	With Personal selected in the Folder Types list, mark the Full checkbox for each folder that the group members 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.
   Private	In the Folder Types list, click Private. Mark the Full checkbox to give group members access to the Private folder. Click Enter.
   Shared	In the Folder Types list, click Shared. Mark the Read checkbox for each folder in which group members will need to view and print files. Mark the Full checkbox for each folder to which group members will also need to upload files. Note: To give group members access to a folder that you have not yet created, create the folder now. Tips Clear the Read and Full checkboxes for each folder that group members no longer need to access. Enter any part of the folder name in the Find field to locate a specific folder. Click Enter.

   Links

   1. Mark the Read checkbox for any module that group members need to access.

      Notes

      • Enter any part of the Links module name in the Find field to locate a Links module.
      • Click the Unselected button to display only the Links modules to which the user does not have access. Click the Selected button to display only the Links modules to which the user has access.
   2. Click Enter.

   News

   1. Mark the Read checkbox for any module that group members need to access.

      Notes

      • Enter any part of the News module name in the Find field to locate a News module.
      • Click the Unselected button to display in the module list only the News modules to which the group members do not have access. Click the Selected button to display in the module list only the News modules to which the group members have access.
   2. Click Enter.

Related topics

• Notifying users when new File Exchange files are available
• DT Client Portal groups

Was this article helpful?

Yes No

Submit