Filevine Integration - Auto Add Users to Neodeluxe Portal

  • Updated

Who can use this feature? 

Admins.

For more information about integrations please visit: Filevine Integration
For more information about roles please visit:
Managing Neodeluxe Users

 

Running Auto Add Users

Admins can run the process to automatically add users from the saved Portal Access Report to the Neodeluxe Client Portal as follows:

  1. In Filevine Integration, go to the Auto Add User tab.

  1. Click the Auto Add User button.

  • If the users do not exist, an invitation will be sent to them via email.
  • If the users exist but are not currently linked to any project, their status will be set to inactive.

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Filevine Integration, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.

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