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Set up NetStaff CS

Add a staff portal

Follow these steps to add a staff portal.
  1. If you have NetStaff CS admin rights, select the
    Admin
     tab of the navigation pane.
  2. Select
    Users
     in the NetStaff CS section.
  3. Select
    Add
     at the end of the Users list.
  4. In the Add NetStaff CS Users window, select the method you want to use to create users.
    • Single user - automatic notification
      : You'll enter the name and email information. This is the email address they will use to login to their NetStaff CS account and you can require clients to enter the last 4 numbers of their employee identification number (EIN) or Social Security number (SSN) when they register their portals.
    • Multiple users - automatic notification
      : You'll copy the name and email information from a spreadsheet. See the steps to create a spreadsheet to add multiple portal users for more information. You can require clients to enter the last 4 numbers of their employee identification number (EIN) or Social Security number (SSN) when they register their portals.
  5. Select
    Enter
    .
  6. Give the user access to NetStaff CS modules.
  7. Select
    Enter
    .

Optional steps

  • If you are your firm's primary NetStaff CS administrator, you can hide Document Presentation files for specific clients or companies from this user.
  • To restrict the hours during which users can access their portals, assign users to shifts.
  • If your firm licenses Microsoft Office applications through Virtual Office CS or Software as a Service (SaaS) and you want Thomson Reuters to host the user's email account, enable Microsoft Exchange.
  • If you enabled Microsoft Exchange for the user, you can allow the user to access Virtual Office CS or Software as a Service (SaaS) Microsoft Outlook data through a personal handheld device. To learn how to do this, see Enabling ActiveSync with Virtual Office CS or SaaS.
  • Give the user access to NetStaff CS modules
  • You can give users access to most NetStaff CS modules at the group level. To learn how to do this, see Modifying a NetStaff CS user's access to modules.

This article applies to:

  • Product: Virtual Office CS
  • Subject: Setup
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