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Set up NetClient CS

Create a NetClient CS demonstration portal

If you're trying to add a regular NetClient CS portal that isn't for demonstration purposes, follow the steps to add client portals.
You can create 1 free client portal for demonstration purposes. You can use this portal to demonstrate NetClient CS to your clients and when training staff members on how NetClient CS users interact with their portals.
We won't bill your firm for any modules that you enable for the NetClient CS demonstration portal. However, we will bill your firm for Employee Self-Service or Accounting CS Client Access if you link portals for Employee Self-Service or Client Access to the demonstration portal.
Follow these steps to create a NetClient CS demonstration portal:
  1. In the
    Admin
     tab of the navigation pane, select
    Users
     in the NetClient CS section.
  2. Select
    Add
     at the end of the Users list.
  3. Select
    Single user – manual notification
    .
  4. Enter a sign in, first name, last name, email address, and password.
  5. Mark the
    Demo User
     checkbox.
  6. Select
    Enter
    .
  7. Give the demonstration portal access to NetClient CS modules.

This article applies to:

  • Product: Virtual Office CS
  • Subject: Setup
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