How To Register In Secure Firm Portal.com
How to Delete A User:
Users tin only exist deleted 1 at a time. To delete a user, navigate to User Listing, click the username and y'all will see a scarlet push button in the top correct to "Remove User". Click this button and follow the instructions on the next screen. Please look for it to load.
How To Add a User to the Websites Secure Transport Characteristic:
Login to the portal as an admin user and then, cull Administration > Manage Secure Send and select the members to be added to Secure Ship. Click "Save".
Issues Receiving Notifications
Please review the following settings in your portal account:
- Login to your portal.
- Click your proper name in the acme right side of the screen to access "User Contour".
- Click the "Events" tab and verify that each desired outcome are toggled on and in dark-green.
- Save changes.
- Click the "Subscribed To" tab and review the client list of who is receiving your notifications. Salvage changes.
If you are an Admin user:
- Go to the Administration carte
- Click "Firm Notification Defaults:.
- Subscribers tab
- Review and change selections as needed.
- Click Events tab
- Plough on the Events y'all want notifications sent for, its best to turn all on.
- Relieve.
- Click Electronic mail Settings tab
- Look at the "Email From" Address
- Make sure it is portal-notification@securefirmportal.com.
- Save.
Still not receiving notification emails?
It is usually a problem with your email host. Please check your spam or junk folder in your electronic mail account for the notification emails. Please add together the portal e-mail to your address book/contacts list in your webmail account, portal-notification@securefirmportal.com. Your data security is a meridian priority for united states, which is why we're pleased to announce that we offer Ii-Factor Authentication (TFA) for our Secure House Portal. TFA provides an boosted layer of protection against unauthorized access, helping to ensure your files stay secure on the spider web. This security feature will ship a lawmaking directly to your mobile phone, which you lot'll demand to enter to gain access. Permit us know if you would like u.s.a. to send your more data about this and how to enable it.
Withal have questions? Give us a telephone call at 800-896-4500 or email us at support@cpasitesolutions.com. We'd be happy to help you!
How To Register In Secure Firm Portal.com,
Source: https://www.cpasitesolutions.com/help/2021/06/29/portal-faqs/
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