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  1. Go to Firm > Portal Setup. Select Create UserAdmin.
  2. Create an account, taking care to fill in all of the required fields (Login Name, First Name, Last name, and Email Address).
  3.  Once you have entered all of the required information, the validation icons disappear.
  4.  Click Submit once you are finished creating a portal user.
  5. You will receive an email about logging into the portal with a temporary provided password.
  6.  Click on the link provided and enter the Username and Password credentials. You must change the password once you log into the portal.