Help Center Home > Archive by tag 'admin'

Portal Help – Getting Started

What is the Portal?

The Client/Firm Portal is a secure single sign-on access point for your firm’s online tools. There are three levels of access to the portal: Firm Administrator, Firm User, and Client User.

  1. Firm Administrator can create and set access permissions for form and client users and can manage the firm’s email accounts.
  2. Firm Users can access a broad range of web applications and also create client logins.
  3. Client Users logins can only access a select few web applications.

Portal Setup

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

1. Go to your firm’s website.

2. Enter your email address and password, then click on the button labeled “Go” found at the top of any page…

…or click on the link labeled “Login” at the very bottom of any page.

If you do see the “login” button anywhere on your site, please call us at (800)896-4500 for assistance.

3. Now enter the login credentials for your Firm Administrators.

Login Hint:Your Firm Administrator’s email address is admin@[yourdomain].

So, if your domain name is bauerevanscpas.com your admin login email address would be admin@bauerevanscpas.com.

Your Firm Administrator’s Password is the password we originally sent you. It’s also the same password you use to access the Site Manager. If don’t now your password, please call us at (800)896-4500 and ask for assistance.

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.

Back to Top

Adding Firm Users


1. To add a Firm User simply click on “Add/Modify Firm Users“.

Note: Only Firm Administrators can add Firm Users. For Security reasons Firm Users can not create other Firm Users.

2. Now click the “New Firm User” button.

3. Enter the Firm User’s Contact Information.

If you would like to send them a welcome message, check the “Send welcome message” box.

Set a Password for this Firm User Account.

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

4.Access Rights

Set the Access Rights for the Firm User and click the “Save” button to continue.

Note: The default settings work for most Firm Users.

5. The Firm User has now been created and is now able to log into the portal using the login credentials you just created.

Note:Click “New Firm User” if you would like to create another Firm User.

Back to Top

Adding Client Users

1. To add a Client User simply click on “Add/Modify Client Users”.

2. Click “New Client User”.

Note: You can add a Client User when logged in as a Firm Administrator or a Firm User.

3. Enter the Firm User’s Contact Information

Enter the Client’s First Name, Last Name, Company (optional), and his/her Email Address in the fields provided.

Set a Password for the Client User.

Note:This Password can be changed by the Client at any time.

4. Set the Access Rights for the Client User.

Note:The default settings work for most Clients.

5. Set Notifications for the Client User.

Note:You can set 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 then select which firm user receives the notifications.

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

Note: Select “New Client User” to create another Client User.

Back to Top

Adding Administrators

1. To add an Administrator, simply click on “Add/Modify Administrators“.

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

2. Now click the “New Firm Admin” button.

3. Enter the Firm Administrator’s Contact Information. Set a Password for this Administrator Account as well.

Note: This Password can be changed by the Firm Admin at any time.

4.Access Rights

Set the Access Rights for the Administrator and click the “Save” button to continue.

 

5. The Firm Administrator has now been created and is now able to log into the portal using the login credentials you just created.

Note:Click “New Firm Admin” if you would like to create another Administrator.

Back to Top

Additional Resources:

Secure File Exchange

New Client Quick Start Guide

How to Lock in Clients with One Simple Step

QuickSend: The Quickest Way to Receive Client Files Securely

Portal Help – Managing Accounts

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.

Back to Top

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”.

Back to Top

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”.

Back to Top

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”.

Back to Top

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.

Back to Top

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”.

Back to Top

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.

Back to Top

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

Reading Your Webstats


Getting Started

Your website comes equipped with Webalizer website statistics program. With this tool you can view detailed reports pertaining to your web traffic.Before you can get started you will need to know YOURADMINCODE.


Note


Finding Your Admin Code Using Your Email

The easiest way to find out what YOURADMINCODE and password are is to check your email and search for an email with the subject “Your New Website“If you began service with us from March of 2009 to today.

Search your email for an email with the subject “Your New Website” from cpasitesolutions.com You will find YOURADMINCODE and the Password just under the index, under [01] Login Information.

You can find your SERVERNAME in here, as well. The SERVERNAME immediately follows the http:// in the same line as YOURADMINCODE. Your SERVERNAME will be cp1, cp3, or cp5.

If you were not able to find this email in your inbox please try the next method Finding Your Admin Code Using Your Portal.


Note


Finding Your Admin Code Using Your Portal

If you cannot find the email listed above you can find YOURADMINCODE through your Portal.To find out what YOURADMINCODE is log into your portal. To find out how to log into your portal Click Here . After you are logged into your portal click on Modify Your Site.

You can find your YOURADMINCODE in the address bar.

The next thing you will need to do is find your password. Your password for YOURADMINCODE should be the same as the password you use for when logging into your portal as admin@YOURDOMAIN.

Please note that your SERVERNAME also appears in the URL following the http://. In the case above, the SERVERNAME is cp1. Your SERVERNAME may be cp1, cp3, or cp5.

If you were not able to find YOURADMINCODE and password using the methods listed above please call us at 1(800) 896-4500 and ask for YOURADMINCODE and password.


Note


Logging Into Your Webalizer

To view these statistics, go to http://cp1.cpasitesolutions.com/cpanel, http://cp3.cpasitesolutions.com/cpanel, or http://cp5.cpasitesolutions.com/cpanel — depending on which server your website resides. You will then be prompted for your username and password. Your username will be the same as YOURADMINCODE. Then enter the password you were given when you initially signed up for your website. If you do not remember the password, it is usually the same password that is used for admin@YOURDOMAIN.com administration login unless you changed it. Once the username and password have been entered press OK.

Then Click on Webalizer.

Then Click on the Magnifying Glass.

You are now logged in to the Webalizer!

Back to Top


Now That You’re Logged In

Once you are logged in a screen similar to this should appear.

The top of this page has a bar graph, comparing site traffic by month for the last 12, in terms of “Pages,” “Files,” “Hits,” “Visits,” “Sites” and “KBytes” (more on these terms below). Below this is a brief numeric breakdown, listed by month. To view individual, more detailed monthly statistics, click on the blue hyperlink for that month.

When you click on the coresponding month a screen similar to this should appear.

Back to Top


Webalizer Terms

• Hits represent the total number of requests for data of any type, made to the server during the given time period (month, day, hour etc..).

• Files represent the total number of hits (requests) that actually resulted in something being sent back to the user. Not all hits will send data, such as 404-Not Found requests and requests for pages that are already in the browsers cache.

By looking at the difference between hits and files, you can get a rough indication of repeat visitors, as the greater the difference between the two, the more people are requesting pages they already have cached (have viewed already).

• Sites is the number of unique IP addresses/hostnames that made requests to the server. Care should be taken when using this metric for anything other than that. Many users can appear to come from a single site, and they can also appear to come from many ip addresses so it should be used simply as a rough guage as to the number of visitors to your server.

• Visits occur when some remote site makes a request for a page on your server for the first time. As long as the same site keeps making requests within a given timeout period, they will all be considered part of the same Visit. If the site makes a request to your server, and the length of time since the last request is greater than the specified timeout period (default is 30 minutes), a new Visit is started and counted, and the sequence repeats. Since only pages will trigger a visit, remotes sites that link to graphic and other non- page URLs will not be counted in the visit totals, reducing the number of false visits.

• Pages are those URLs that would be considered the actual page being requested, and not all of the individual items that make it up (such as graphics and audio clips). Some people call this metric page views or page impressions, and defaults to any URL that has an extension of .htm, .html or .cgi.

• A KByte (KB) is 1024 bytes (1 Kilobyte). Used to show the amount of data that was transfered between the server and the remote machine, based on the data found in the server log.


Back to Top


Common Definitions

• A Site is a remote machine that makes requests to your server, and is based on the remote machines IP Address/Hostname.

• URL – Uniform Resource Locator. All requests made to a web server need to request something. A URL is that something, and represents an object somewhere on your server, that is accessable to the remote user, or results in an error (ie: 404 – Not found). URLs can be of any type (HTML, Audio, Graphics, etc…).

• Referrers are those URLs that lead a user to your site or caused the browser to request something from your server. The vast majority of requests are made from your own URLs, since most HTML pages contain links to other objects such as graphics files. If one of your HTML pages contains links to 10 graphic images, then each request for the HTML page will produce 10 more hits with the referrer specified as the URL of your own HTML page.

• Search Strings are obtained from examining the referrer string and looking for known patterns from various search engines. The search engines and the patterns to look for can be specified by the user within a configuration file. The default will catch most of the major ones.

Note: Only available if that information is contained in the server logs.

• User Agents are a fancy name for browsers. Netscape, Opera, Konqueror, etc.. are all User Agents, and each reports itself in a unique way to your server. Keep in mind however, that many browsers allow the user to change its reported name, so you might see some obvious fake names in the listing.

• Entry/Exit pages are those pages that were the first requested in a visit (Entry), and the last requested (Exit). These pages are calculated using the Visits logic above. When a visit is first triggered, the requested page is counted as an Entry page, and whatever the last requested URL was, is counted as an Exit page.

• Countries are determined based on the top level domain of the requesting site. This is somewhat questionable however, as there is no longer strong enforcement of domains as there was in the past. A .COM domain may reside in the US, or somewhere else. An .IL domain may actually be in Isreal, however it may also be located in the US or elsewhere. The most common domains seen are .COM (US Commercial), .NET (Network), .ORG (Non-profit Organization) and .EDU (Educational). A large percentage may also be shown as Unresolved/Unknown, as a fairly large percentage of dialup and other customer access points do not resolve to a name and are left as an IP address.

• Response Codes are defined as part of the HTTP/1.1 protocol (RFC 2068; See Chapter 10). These codes are generated by the web server and indicate the completion status of each request made to it.


Back to Top


Secure File Transfer (Legacy)

Note: “This section has been discontinued. Please upgrade to the latest version by calling 800-896-4500 or emailing support@cpasitesolutions.com”
To begin using Secure File Transfer, click on the File Transfer link in your website, and enter a user name of admin with a password of admin…

If your log-in screen doesn’t look like the above picture, click here for instructions on installing the new Secure File Transfer tool.

Note: Your client, when logged in will see only the following:

You are now logged in as the administrator (you can change the user name and password at another time if you so desire), and should see a screen that looks like the graphic below (click the labeled parts to jump to the description):


Download/ Delete/ View Files:

To the left of each listed file there are two or three icons that can be clicked for file interaction. If the file is a graphic, a PDF or other viewable file type, a View File icon will be available. Click this to open a separate view window to look at the file. Click on the icon in the middle to download the file to your computer, or click the trash can icon on the right to delete the file from the secure file area.

You have a finite amount of space available in your secure file transfer area (available space will be noted in the top right corner), so once you no longer need certain files in your file transfer area it is a very good idea to delete them.


Add User:

Click this button to add a new user zone to the File Transfer. Enter a user name (may not contain spaces) and a password (must be between 5 and 20 characters).

Keep in mind, the user name and password is case-sensitive, so unless specifically requested, it’s best (and easier to remember) to use all lower-case characters.

User Email: If you want the user to be sent an email when you have uploaded a file to their file transfer zone, add the email address in this field.

Acct. Email: If you wish to be sent an email when the user uploads to this account, place your own email address in this field.


Edit User:

Click this button to edit the settings for a user.

A small window will pop open and give you a pull-down menu to select a user from. Selecting a name will bring you to the next screen:

From here you can edit the password, user email or acct. email.

Delete User:

To delete a user from the File Transfer area, click the Delete User link, select the user from the pull-down menu and click the Delete User button.


Edit Notification Message:

Click this button to edit the user notification message. This is the message that will be sent to the user/administrator when a file is uploaded (see red-marked area in the picture below). If you wish to change the message, change the noted message text and click the Save Changes button.


Help:

This button will bring you to the page you are reading right now.


Back to Top