Alerts and notices

The DT Client Portal Modules report and the DT Staff Portal Modules report can help you to determine which users have access to each module.

1. In the Admin tab of the navigation pane, click the Reports link in the Utilities section.

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

2. In the Reports list, do one of the following.
   • Select DT Client Portal Modules to determine which DT Client Portal users have access to each module.
   • Select DT Staff Portal Modules to determine which DT Staff Portal users have access to each module.
3. In the right pane, select a module from the Module drop-down list.

   DT Firm Portal lists the users who have access to the selected module.

   Note: In the DT Staff Portal Modules report, you can click the Groups button at the top of the DT Staff Portal Modules pane to view a list of DT Staff Portal groups that have access to the module.

4. To search for a user, enter any part of the user’s name or login in the Find field.

   Tip: Delete the entry from the Find field to view the full list of users who have access to the module.

Related topics

DT Firm Portal reports

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