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Set up NetClient CS

Create a spreadsheet to add multiple portal users

Follow these steps to add multiple client portals or staff portals at once.
  1. In Microsoft Excel or another spreadsheet application, create a spreadsheet with the following columns: First name, Last name, Email address.
  2. Enter the first name, last name, email address, for each client or staff member for whom you'll create a client portal or a staff portal.
  3. Select the cells that include the client or staff information. (Don't select the row that includes the column headings.)
  4. Use CTRL+C to copy the information.
  5. Place your cursor in the text area of the window, and use CTRL+V to paste the information from the spreadsheet into the window.
  6. Select
    Enter
    .
NetFirm CS sends a registration message to each email address. Each client or staff member needs to select the link in the registration email message and then create a password for NetClient CS or NetStaff CS.

This article applies to:

  • Product: Virtual Office CS
  • Subject: Setup
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