Alerts and notices

After you create a group, you can add DT Staff Portal users to the group and then give the group access to modules.

1. In the Admin tab of the navigation pane, click the Groups link in the DT Staff Portal 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 Groups list.
3. In the Identification section, enter a name and a description for the group.
4. Press ENTER.
5. Optional: If you are your firm’s primary DT Firm Portal administrator, you can hide data for specific clients or companies from members of this group.

   The primary DT Firm Portal administrator is the person who was designated as your firm's DT Firm Portal administrator on the purchase agreement.

6. In the Permissions section, click the Enable button for a module that the members of this group will need to access.

   For most modules, a permissions dialog opens. Click the name of the module below to learn about the permissions settings.

   Note: The Staff Availability module does not have a permissions dialog. DT Staff Portal users determine the content of this module.

   • File Exchange
   • Links
   • News
7. In the Group Members section, mark the checkbox for each DT Staff Portal user who needs access to the modules you enabled for this group.

   Notes

   • To find a user, enter any part of a user's name or login in the Find field.
   • Under Filter Options, click the Unselected button to display only the users who are not members of the group. Click the Selected button to display only the users who are group members.
8. Click Enter.

Related topics

DT Staff Portal groups overview

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