Client Portal > Set a firm member's Portal rights

Set a firm member's Portal rights

[FOR AMICUS ADMINISTRATOR ONLY]

Go to Options to display the Options window, select User Management from the navigation pane to display the User Management window.

Click the user's name to open their user profile, select Security/Password and then select or clear the "Permitted to share items and invite clients to the Portal" option.

Configure Client Portal for the firm

Invite a client to the Portal

Check a client's or file's Portal status

Manage a client's Portal access

Share files with clients

Edit Payment Method