The portal admin may perform all portal related functions, create other portal users and control access by other portal users. With cch axcess portal, you can share pdf files, web. The portal admin is the primary user who has access to the portal. Cch axcesstm portal will be available on thu, nov 21, 2019 at approximately 10.
Clients and firm staff who have bookmarked the url for the simplified interface can continue to access it through the end of the year. Cch axcess portal client user guide harrington group. If you cannot install silverlight, prefer not to do so, or are using a mobile device or unsupported browser, a link to the nonsilverlight interface of portal is. To ensure your clients have the most secure, fullfeatured, and browserdevice agnostic interface, we will disable the nonsilverlight simplified user interface in november 2017 with the 20165. Cch axcess portal is an easytouse tool that allows the firm to securely exchange files with you using an intuitive folder structure, just like on your computer. If microsoft silverlight is not installed on the workstation being used for cch axcess portal, you will be prompted to install it when you go to the portal url, s. Firm users will continue to use the silverlight portal. The silverlight plugin is no longer supported in this web browser. Advanced features are not available from the nonsilverlight version. The cch axcess portal silverlight interface is only available in the microsoft. Portal user a portal user is created and granted access by the portal admin. With cch axcess portal, you can share all types of standard files including pdf. Firm users will continue to use the silverlight portal until all firm. For best results, we recommend installing silverlight 5 before continuing to use the portal.
Silverlight login to use our lightweight version of the portal that does not require silverlight. How do i install microsoft silverlight to use with cch. Cch axcess portal provides more than just simple file. With cch axcess portal, you can share all types of standard files including pdf, web pages, hyperlinks, microsoft excel spreadsheets, microsoft visio diagrams, microsoft word documents, microsoft powerpoint presentations, financial software data files, and more. Knowledge base solution cch axcess portal quick start guide. I want to see how cch axcess portal can support the ability to work with clients. The silverlight portal interface for client users will be disabled in. If you cannot or choose not to install silverlight, you can access a simplified portal login by clicking here. The silverlight portal interface for client users will be disabled in the summer of 2018. Advanced features are not available from the nonsilverlight version of portal. The portal has detected that you do not have silverlight 5 installed.
The portal admin user will be the only user that exists initially. The silverlight portal interface for client users is tentatively planned to be disabled in the summer of 2018. Use internet explorer to continue accessing the silverlight portal, or click here to access the non silverlight version client axcess using this browser. If you have already activated an account on our previous silverlight portal, use the same username and password to log in to your upgraded cch axcess portal.
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