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Client Axcess Guide
GETTING STARTEDLogging In to Client Axcess the First Time
When you log into Client Axcess for the first time, you
will receive a one-time verification code to enter when
setting up your password and establishing the device
you’re logging in on as a trusted device.
Note: You must repeat the verification process the first
time you log in to Client Axcess in different devices
and browsers.
To log in to Client Axcess for the first time, do the
following:
1. Click the authentication link in the Welcome email
you received.
2. Select how you would like to receive the
verification code. Your options are via email, text,
or by a phone call if your user profile contains a
phone number.
3. Click or tap Send the Code.
Note: You should receive the code within
a few seconds. If you do not receive the
code, click Resend.
4. Enter your verification code on the Identity
Verification screen.
5. If you are on a public computer or device, clear
the Trust this device for 90 days box.
6. Click or tap Submit.
7. Enter your password, then enter it again in the
Confirm Password box. Your password must be
between 8 and 32 characters and contain at least
one each of the following:
– A number
– A special character
– An uppercase letter
8. Click or tap Save.
9. Enter your new password.
10. Click Log In.
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Client Axcess Guide
MANAGING YOUR PORTALUploading Files to a Portal
You can add files to a portal. If you use Client Axcess
on a desktop computer, you can upload files up to 2
GB in size. When you use a tablet, you can upload files
up to 1 GB in size.
To upload most file types to a portal, do the following:
1. If you have access to multiple portals, verify that
you are logged in to the correct portal.
2. Select the To Firm folder.
3. Click Upload.
Note: If neither of these buttons display, you do
not have the necessary permissions to upload
files. Contact your firm administrator or portal
administrator for more information.
4. Navigate to and select the files to upload.
You can add multiple files at one time.
5. Click or tap Upload All in the Upload Queue.
Notes:
• If you use Client Axcess on a desktop computer,
you can also add files by dragging them from your
workstation and dropping them on the file grid or
folder tree.
• If you begin an upload, but do not click Upload
All on the Upload Queue, an icon at the top of
the window will flash to remind you that files are
pending upload. You can click that icon to return
to the Upload Queue.
Client Axcess GuideMANAGING YOUR PORTAL
Moving Files
You can move files from one folder to another in the
same portal. You can move files individually or, if you
are using a desktop computer, in batches of up to 100
files at a time. You cannot move multiple files at one
time on a tablet or phone.
Notes:
• Files must be checked in and unlocked before
you can move them.
• If you are a portal admin or a portal user and
a file is designated as read-only, you cannot
move the file.
To move files from one folder to another,
do the following:
1. Locate the files you want to move.
2. Select the check boxes for the file to be moved.
Then, click the More Actions button select Move.
3. Select the folder where the files should be moved.
4. Click or tap Move.
5. If prompted, specify whether the files you are
moving should adopt the retention settings
of the new folder.
Moving Between Portals
Some clients may have access to multiple portals due
to being the point of contact for multiple companies.
If you have access to multiple portals, you can move
from one portal to another by doing the following:
1. On the upper left side of the header bar, click the
current portal name to display the list of portals
you have recently accessed.
2. If you see the portal you need, you can select it in
the list. If you do not see it, you can do any of the
following to locate the correct portal:
– Search for a portal. Enter all or part of a portal
name in the search box, and then select the
search button. If the list of search results is
long, you can scroll through the list to locate
the portal you need.
– Sort the list of recent portals. Click the sort
arrows at the top of the list to sort the list is
alphabetical order. Click the arrows again to
sort in reverse alphabetical order.
Client Axcess GuideMANAGING YOUR PORTAL
Adding a Portal User
If your role is set as “Administrator”, you can add
others to the portal on your own. To add a portal user,
do the following:
1. Click or Client Users in the upper right corner.
2. Click or tap Add New User.
3. Enter information about the user on the User
Profile tab.
Notes: Below is an explanation of the security roles
that can be assigned on the User Profile tab. Best
practice is to provide users with the most restrictive
permission.
• Administrator. Can perform all file management
tasks in the portal.
• Standard User. Can perform all file-related tasks in
the portal except overwriting files with duplicate
names.
• Limited User. Can perform the following file-
related tasks in the portal:
– Add, view, check in/check out, download,
and delete files
– Cancel own file check outs
– View the history and properties of files
• Read-only User. Can download and view files
• Upload-only User. Can upload files to a portal
(available for portal users only)
• For additional security, we recommend that at
least one mobile number be entered in the user’s
profile. Client Axcess uses this phone number to
send a verification code when the user first logs
into Client Axcess on a device or when resetting
the user’s password.
• If needed, see About Security User Roles for
information about selecting the correct security
user role for the user.
4. Click the Assigned Portals tab to select the file
management role the user should have for this
portal. You can also set a date the user’s access
to this portal should expire.
5. Click or tap Save and Close.
Removing a Portal User
If your role is set as “Administrator”, you can remove
other who have access to the portal. To Remove a
portal user, do the following:
1. Click or Client Users in the upper right corner.
2. Place a check next to user who has
to be removed.
3. Click more options and Delete.
Then click Yes to confirm.
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Client Axcess Guide
HOW TO REQUEST SUPPORTHaving trouble accessing the portal? Send an email to [email protected]
with the following information:
• Full name
• Company Name (if applicable)
• Best number to reach you back at
• Details on what you are trying to do such as:
– Adding a portal user
– Removing a portal user
– Uploading a file
• Details or screenshot of error messages
You can also reach out to your Bonadio engagement team. They can pass along
the information to our IT Customer Support group.
Albany | Batavia | Buffalo | Dallas | East Aurora | New York City | Rochester | Rutland | Syracuse | Utica
bonadio.com | facebook.com/TheBonadioGroup | twitter/bonadiogroup | linkedin.com/company/the-bonadio-group
