I don't have a comment about the Portal itself (at least, not yet do I have a comment!) but I do have a comment about the "invite colleagues" process. Although the Portal folks have been great to work with, I could not get one of my Admin folks registered to use it. While I was able to "invite" other folks in the firm to use the Portal, she's one of our critical Sage liaison folks, and when I tried to invite her, it said her email already existed. Which means the system wouldn't let me invite her, and she couldn't get in without being invited. We've been working on it for over a week now and it was just resolved. The Portal folks had to go through the back door to allow me to invite her. Just an FYI in case you aren't able to invite the colleagues you wish to invite!
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Sue Bennett
Jack of All Trades, Master of 1
Bennett/Porter & Associates, Inc.
Tigard OR
503.620.3484
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