Security - View, Add and Edit Users; Security - Manage User Security; Client Portal - View; 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:
- Assign yourself and your colleagues with the relevant Client Portal security roles.
- Edit the portal settings.
- Set up a folder structure for the portals.
- Invite someone to a portal.
- Upload documents to the portal.
