Help Center Home > Archive by tag 'administrator'

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