How To Register In Secure Firm Potal.com

What is the Portal?
Portal Setup
Calculation Firm Users
Adding Client Users
Adding Administrators
Additional Resource

What is the Portal?

The Client/Firm Portal is a secure unmarried sign-on admission point for your firm'southward online tools. There are iii levels of access to the portal: Firm Administrator, Business firm User, and Customer User.

Firm Administrator tin can create and ready admission permissions for firm and client users and can manage the firm's admin rights.
Firm Users can access a wide range of web applications and also create client logins.
Customer Users logins can only access a select few web applications.

Portal Setup

Your portal automatically sets itself up the first time you login. Hither's how to log into the Portal…

1. Go to your business firm's website.

2. Click on the button labeled "Login" establish at the top of whatsoever page…or at the very lesser of any folio

If you do not see the "login" push anywhere on your site, delight call u.s. at (800)896-4500 for assistance and/or visit Secure Business firm Portal Directly.

three. Now enter the login credentials for your Firm Administrator.

Login Hint:Your Firm Administrator's electronic mail address is admin@[yourdomain].

So, if your domain proper name is bauerevanscpas.com your admin login email accost would exist admin@bauerevanscpas.com.

It's also the same password you use to access the Site Managing director. If don't know your password, delight call us at (800)896-4500 and enquire for assist.

4. Continue to follow the screen prompts until you have logged in. You will now want to add a firm user. Please follow the "Adding Firm Users" instructions below.

Adding Firm Users

i. To add together a House User simply click on the user proper noun or electronic mail.

Notation: Just Firm Administrators tin can add Firm Users. For Security reasons House Users tin not create other Firm Users.

2. At present click the "Invite User" push button.

3. Enter the Business firm User's Contact Information.

Notation: This Password tin can be changed by the Firm User at any time.

four.Access Rights

Fix the Access Rights for the Firm User and click the "Save" push button to continue.

Note: The default settings work for most Firm Users.

v. The Firm User has at present been created and is now able to log into the portal using the login credentials y'all only created.

Annotation:Click "New Firm User" if yous would like to create another Firm User.

Adding Client Users

1. To add a Client User simply click on "Add together/Modify Client Users".

two. Click "New Client User".

Note: You tin can add together a Client User when logged in every bit a Business firm Administrator or a Firm User.

iii. Enter the Firm User'south Contact Information

Enter the Client's Outset Proper name, Last Name, Company (optional), and his/her E-mail Address in the fields provided.

Fix a Password for the Client User.

Note:This Password can be inverse by the Client at any fourth dimension.

4. Prepare the Admission Rights for the Customer User.

Note:The default settings work for most Clients.

5. Set Notifications for the Client User.

Note:You tin ready which firm users you would like to be notified when a client uses the portal by clicking on the white box labeled "(No Notifications)". You can so select which business firm user receives the notifications.

6. The Client User has at present been created. This Client User is now able to log into the portal using the login credentials you merely created.

Notation: Select "New Customer User" to create another Client User.

Calculation Administrators

i. To add together an Administrator, simply click on "Manage Admin Rights" underneath the "Administration" tab.

Note: Only Firm Administrators tin add other Firm Administrators. Firm Users can not create Firm Administrators.

manage_admin_rights

2. At present click the cheque box underneath "Administration" and adjacent to person you desire to make an Admins name.

admin

five. The Business firm Administrator has now been created and will now say "Admin User" under "Role."

admin_user

Additional Resources:

Client Quick Get-go Guide

How to Lock in Clients with One Unproblematic Step

QuickSend: The Quickest Fashion to Receive Customer Files Securely