Client Portal > Set a firm member's Portal rights

Set a firm member's Portal rights

[FOR AMICUS ADMINISTRATOR ONLY]

1. Go to Options to display the Options window, select User Management from the navigation pane to display the User Management window.

2. Click the user's name to open their user profile, select Security/Password and then select or clear the "Permitted to share items and invite clients to the Portal" option.

● Configure Client Portal for the firm

● Invite a client to the Portal

● Check a client's or file's Portal status

● Manage a client's Portal access

● Share files with clients

● Edit Payment Method

Amicus Cloud (July 2023)