How do I add an existing user to an existing CCH Axcess™ Portal?

  1. Launch Dashboard.
  2. Open the Manage Portal Users window by doing one of the following, depending on the version of Document you use:
  • CCH Axcess™ Document
    1. Click Application Links on the navigation pane.
    2. Click Settings and Defaults under Firm.
    3. Select Portal > Manage Portal Users on the navigation pane.
  • CCH® ProSystem fx® Document
    1. Click Configuration on the navigation pane.
    2. Click Settings and Defaults under Firm.
    3. Select Portal > Manage Portal Users  on the navigation pane.
  1. Enter the Client name or Client ID in the Search field for the portal the user is already a member of and search.
  2. Put a checkmark in the box next to the user's name, and then click Edit to open the Edit Portal User window.
  3. Click Portal Access and Security.
  4. Click Browse for Clients.
  5. Check the box for the additional clients the user should have access to.
  6. Click OK, then click OK again to save the changes.
  Solution Tools
  Attachments
 Solution Id 000199287/How-do-I-add-an-existing-user-to-an-existing-CCH-Axcess-Portal-Integrated
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!

Need more help? Visit our online support to submit a case.