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Allow a Firm User Client Portal Access
At the matter level, you can give a firm user permission to view and send client messages.
Allow a Firm User Client Portal Access
To allow a firm user Client Portal access:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter and scroll down to its Summary section.
- From the tabs atop the summary screen, click Settings.
- From the tabs on settings section, click Client Portal.
- On the Client Portal screen, in the Client Portal Parties section under Allowed Users select the users you wish to allow from the drop-down.
