What is a Portal Approver or a Firm User in CCH Axcess™ Portal?
CCH Axcess™ Portal:
A Firm User in CCH Axcess™ Portal is a staff member in the firm who is designated in a given client's Portal configuration tab to have rights to see files (uploaded by the client) in the Incoming Files tab of CCH Axcess™ or CCH® ProSystem fx® Document from that client. This means that a staff member may be a User on some clients' portals but not others, and may therefore not necessarily see the same lists of files in the Incoming Files listing as other staff members. A Firm User can receive email notifications if the firm has configured email notifications to Firm Users.
An Approver in in CCH Axcess™ Portal is a staff member in the firm who is designated in a given client's Portal configuration tab to have rights to see files (uploaded by the client) in the Incoming Files tab of CCH Axcess™ or CCH® ProSystem fx® Document from that client and to have an additional ability to Approve that client's Incoming Files into CCH Axcess™ or CCH® ProSystem fx® Document. As with a Firm User, a staff member may be a User or Approver on some clients' portals but not others, and may therefore not necessarily see the same lists of files, and to approve them, in the Incoming Files listing as other staff members. A Portal Approver can receive email notifications if the firm has configured email notifications to Portal Approvers.
Neither a Firm User nor a Portal Approver in CCH Axcess™ Portal is configured to log into the CCH Axcess™ Portal site at www.clientaxcess.com; only the client (as either a Portal User or as a Portal Administrator) uses the website to view and work with files in the client's portal.
For steps to configure email notifications, please see our article 000216832 "How do I manage my CCH Axcess™ Portal email notifications?".
For steps to assign a Firm User or Portal Approver role to a staff member, please see our article 000173703 "How do I create a client portal for an existing client in CCH Axcess™?".
Solution Id | 000220883/000220883 |
---|---|
Direct Link |