The Staff use "username" must be validated for Portal before proceeding error.
To resolve the error:
Log in to any HandiSoft, Practice Manager Contact or HandiTax.
Go to View, Users (if using HandiTax, go to Clients, Users).
Highlight the staff username and click Edit.
If the Portal user was previously validated, after step 2:
Enter a false/dummy email against the user e.g. [email protected].
Click on Save, then Validate.
Then change back to the correct email address, Save, then Validate and Close.
If the Portal user was not previously validated, enter the Email Address of the user and click Save.
Click Validate next to the Email Address.
An information message will appear 'An email has been sent to this Email Address. Follow the instructions in the email to validate the Email Address, click OK.
Open your email and click on the Document Hub Staff Activation email.
Click Activate.
Close out of HandiSoft / HandiTax or Practice Manager Contact, then log back in.
Portal features will be available for the user.