Mastering the Portal Manager

Managing Your Business Details and User Access with Ease

Getting to Know the Portal Manager

The Portal Manager is an essential component for managing your business's financial and administrative aspects. It offers detailed control over critical business information and user management through its 'Details' and 'Users' tabs. This guide will walk you through the specific functionalities of each tab, ensuring you can utilize them to their fullest potential.

The Portal Manager is composed of the following two tabs:

Details	This is where you can see the following details about your business: Company Name DBA - Doing Business As Fiscal Year End Status Accounting Method Client Point of Contact Accounting Software Accounting Software Connection Status If edits are required, please reach out to your accountant to make any applicable changes.
Users	This is where you can manage the users that have access to your client portal.

 

DETAILS

To navigate to the Portal Manager Details tab, take the following steps:

1. Click on Portal Manager from the left menu pane.
2. When the window appears you will be brought to the User tab.

• Click the Details tab to navigate and review your client details.

Edit Client Details

If you notice something incorrect or if something has changed regarding your client details or accounting software please contact your accountant to assist you in making the required changes.

USERS

To navigate to the Portal Manager Users tab take the following steps:

1. Click on Portal Manager from the left menu pane
2. When the window appears you will be brought to the User tab

Invite New Users

To invite new users to your client portal take the following steps:

1. Click on Portal Manager from the left menu pane
2. When the window appears you will be brought to the User tab

• Click the Invite New Users button

1. A popup window will appear for you to enter the following details:
2. User Email Address - email of user(s) you would like to invite into your portal; click the tab button on your computer to add multiple users
3. User Role - select one of the two options

i. Client Admin	Has the highest level of access to manage their entity. Client user roles don’t see the names of BMCA service providers or any other content that links back to BMCA
ii. Client Ops	Has the same permissions as Client Admin except Client Ops can’t manage users or view other user’s tasks. Client user roles don’t see the names of BMCA service providers or any other content that links back to BMCA

 

Before entering details

After completing the required fields

1. After you have completed the required fields click the Invite button
2. Your updated User listing will now appear with your newly invited users

Your newly invited user will receive an email invitation to your client portal requesting them to activate their account. Once they do the following columns will be updated in the User listing:

• User
• Status
• 2FA

Reinvite User

To reinvite a user to your client portal take the following steps:

1. Click on Portal Manager from the left menu pane
2. When the window appears you will be brought to the User tab
3. Navigate to the inactive user that you would like to reinvite
4. Click the ••• (3 dots) in the Action column for the selected user

1. Select the Reinvite User option

1. An onscreen prompt will appear in the upper right corner of yourwindowto let you know your user has been reinvted

Delete Invite

To delete an invite you sent to an inactive user take the following steps:

1. Click on Portal Manager from the left menu pane
2. When the window appears you will be brought to the User tab
3. Navigate to the inactive user that you would like to delete the invitation for
4. Click the ••• (3 dots) in the Action column for the selected user

1. Select the Delete Invite option

1. An onscreen prompt will appear in the upper right corner of yourwindowto let you know your user has been deleted

Reset 2FA

To reset the 2FA for an active user take the following steps:

1. Click on Portal Manager from the left menu pane
2. When the window appears you will be brought to the User tab
3. Navigate to the active user that you would like to reset the 2FA for
4. Click the ••• (3 dots) in the Action column for the selected user

1. Select the Reset 2FA option

An onscreen prompt will appear in the upper right corner of yourwindowto let you know your users 2FA has been reset