Client Portal Settings (Matter)

The Client Portal Settings (Matter) window is used to manage which contacts have access to the Client Portal for the current matter.

This window can be accessed from the Matter Manager by clicking the Client Portal Settings link in the Other Actions group of the Take Action pane, or by clicking the Client Portal Settings button on the Client Portal tab of the Client Information window.

Note: You must have the Client Portal Settings access right in order to access this window.

The Contact Access section displays a list of contacts that have been granted Client Portal access for the current matter.

Contact Name	Displays the Full Name of the contact.
Email	Displays the Email Address used by the contact to access the Client Portal.
Status	Displays the current status of the contact’s access: Activation Pending - An email has been sent to the contact inviting them to create an account. Enabled - The contact has created an account and has access to the matter.

To grant access to a new contact, click the Add button to open the Client Portal Settings - Add Contact window.

To edit access for an existing contact, click the Edit button to open the Client Portal Settings - Edit Contact window.

To immediately revoke access to this matter for all existing contacts, click the Revoke All button.

Click the Close button to return to the previous window.