Portal Help – Managing Accounts

Adding Firm Users (see video below)
Adding Clients (see video below)
Modifying Firm Users
Deleting Firm Users
Modifying Clients
Deleting Clients
Modifying Administrators
Deleting Administrators
Firm Administration
Additional Resources

Modifying Firm Users

Here is a video on how to add firm users:

Here is a video on how to add Client Users:

To modify a Firm User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Firm Users” in the Portal menu.

1. Select a firm user from the drop down menu.
2. Click “Portal Login Information” to edit the firm user’s password.
3. If you have an Online Accounting subscription enter your firm user’s information.
4. Modify the firm user’s access rights.
5. Click save when you are finished.

Deleting Firm Users

To delete a Firm User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Firm User” in the Portal menu.

Select the account to delete from the drop down menu. Click on “Remove this account?” in the Portal menu.

Type “YES” and click “Delete Account”.

Modifying Clients

To modify a Client User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Client Users” in the Portal menu.

1. Select a client from the drop down menu.
2. Click “Portal Login Information” to edit the client’s password.
3. If you have an Online Accounting subscription enter your client’s information.
4. Modify the client’s access rights.
5. Click save when you are finished.

If the client has “Secure File Exchange” access rights you can set what firm user is notified when a client uses the “Secure File Exchange”.

Deleting Clients

To delete a Client User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Client Users” in the Portal menu.

Select the account to delete from the drop down menu. Click on “Remove this account?” in the Portal menu.

Type “YES” and click “Delete Account”.

Modifying Administrators

To modify a Firm Administrator, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Administrators” in the Portal menu.

1. Select an administrator from the drop down menu.
2. Click “Portal Login Information” to edit the administrator’s password.
3. If you have an Online Accounting subscription enter your administrator’s information.
4. Modify the administrator’s access rights.
5. Click save when you are finished.

Deleting Administrators

To delete an Administrator, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Administrators” in the Portal menu.

Select the account to delete from the drop down menu. Click on “Remove this account?” in the Portal menu.

Type “YES” and click “Delete Account”.

Firm Administration

To modify Firm Administration, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Firm Administration” in the Portal menu.

Additional Resources:

QuickSend: The Quickest Way to Receive Client Files Securely

Using the Download All Files Feature

Firm User File Vault Help

Client User File Vault Help

Carol Lawlor says:

June 14, 2010 at 6:28 pm

Is there a way to see who has been signed up to receive the newsletter?

Thanks!

wyatt says:

June 22, 2010 at 4:57 pm

When you login to your Email Marketing System click on campaigns. You will see a list of campaigns with the Newsletter being one of them. Each campaign lists the number of subscribers. If you click on that number it will bring up the list of all subscribers specific to the campaign you need information. In your case you would click on the number under the Newsletter campaign. If you want you can export this contact list through a link at the bottom of the list. Let me know if you have any other questions. Thanks Carol!

–Wyatt

Don Smith says:

June 25, 2010 at 3:05 pm

Am trying to add a user. System says e-mail is alread there. When I click on “Select Client User”, the email is not in the list.

ANy suggestions???

admin says:

June 28, 2010 at 2:26 pm

Hi, Don,

It’s probable that this user has already registered for another portal. There are two methods for getting around this.

The first solution would be to find out if the user has a different e-mail address you can use. If they do, try using that as their portal login.

The second solution would be to also contact the user and see if they can log in to their other portal account. Once logged in, they can go the ‘My Account’ option and remove their own account. When they’ve removed their account, you will be able to add that user into your portal using that e-mail address.

Please let us know if you have any questions about how this works! Feel free to call us at (800) 896-4500 or e-mail us at support@cpasitesolutions.com.

Allen F Sobelman says:

August 4, 2010 at 1:58 pm

I have three issues I need resolved regarding my website.
(1) I have tried to update my address on the footers on all pages. But after I follow the instructions I go back and the changes are not made.
(2) I wish to incorporate the design #146258 to my website with a “Picture Box Welcome Page”.
(3) I have recently changed computers and I no longer have the link to retrieve my emails to info@sobelmancpa.com. Please email me with the link.

August 6, 2010 at 5:03 pm

Hi Allen,

I forwarded your request to our support staff. One of the Webmasters will be in touch shortly to answer your questions.

Thanks,

Susannah

August 10, 2010 at 1:14 pm

Hi Steve,

One of our webmasters will be in touch with you shortly.

Myra says:

September 23, 2010 at 11:08 am

We have problem when client forget their password. After they get the e-mail for the new password, when they typed in and try to log in. They said that they always get either the password or the security code is in correct.

Where can I get help with this?

Myra

Alan Sandersen says:

December 18, 2010 at 2:59 pm

Modify your site leaves error message “There was a problem launching the Application”

281-705-9422

Jim Egan says:

January 3, 2011 at 4:47 pm

i’m trying to login to modify my site, but when I click on the ‘Modify Site’ button in the control panel, it was “access deied, password=no”. Any tips? Thanks in advance.

Carrie Schindeldecker says:

January 21, 2011 at 6:35 pm

I need to change the “login” link to point to our webportal that we use. We already changed the client portal link in Resources but I can’t find a way to change the link on the Home page.

We use a portal software that is linked with our tax software. Please call me or email me with the info.

Carrie
carrie@cpa1.net 651.430.3635

Dina Lampione says:

September 13, 2011 at 10:43 am

I would like to add instructions for clients to be able to change their own passwords on the ‘welcome to the portal’ e-mail that is generated when i set up a client.

How can i access the automatically generated e-mails to make changes to them?

John says:

December 22, 2011 at 6:04 pm

No matter how I setup login, it will not me upload files.

Robert Nicholson says:

February 19, 2012 at 6:13 pm

Why can’t I edit my website. Can’t change pics, text or anything, and yes I am trying to do this from the admin protal to modify site, and yes it is the same site settings used to create the site in the first place, nothing has changed, expect before today I could edit, today I cannot edit. Please Help,

Thanks

Robert Nicholson

Willaim says:

February 23, 2012 at 3:40 pm

I am trying to add a new client portal and am getting an error message that tells me the email address is already being used. It is not listed on the client email list. I tried the solutions set forth above, but had not luck. Any other solutions?

Lydia Sams says:

May 11, 2012 at 12:01 pm

I am trying to add a new client. After entering all info, i get an error msg saying that the email address is already in use. How do I fix this???

May 16, 2012 at 11:30 am

If the address is not in your portal system already, and you are still getting this message, then the client is registered with another firm that is using our same portal system. The client can either call us to have us remove the account with the previous firm, or use a 2nd email address for your portal. If they don’t have a second email address they use regularly, we suggest setting up a free gmail account. The email from that account can then be forwarded to their primary email address so that they don’t need to check two separate accounts.