Skip to main content

Document Hub - Suspended Portal Login in Document Hub

Updated over 3 months ago

You can resume a suspended Portal User’s access to Document Hub.

  1. Run any of your Access HandiSoft programs, for example, Practice Manager or HandiSoft.

  2. Highlight the client whose access is to be resumed and click Edit.

  3. In the Document Hub field, click the Ellipsis button.

  4. Highlight the suspended Portal User to be resumed and click Resume.

Note: For Individual clients, the Client's Details window Document Hub field will now indicate the client’s status as Active (Individual) or Enabled (non-Individual).

Did this answer your question?