Set up Client Portal

Security - View, Add and Edit Users; Security - Manage User Security; Client Portal - View or; Client Portal - Admin

When the Client Portal module is activated in your CCH iFirm site you need to carry out the following tasks to set up and get started:

1. Assign yourself and your colleagues with the relevant Client Portal security roles.
2. Edit the portal settings.
3. Set up a folder structure for the portals.
4. Invite contacts to a portal.
5. Upload documents to the portal.