Cloud Storage4

At this point you have settled in to your Qtis Client Portal and you are ready to add client information, create cases and give your client or other colleagues access to your cases

Step 1 – Add a Client to your Portal

  1. Under your ADMINISTRATOR menu option on the left panel click on CLIENTS
Client Portal 1

2. Click on the ‘+’ to the right of CLIENTS

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3. You will see a pop up form. Fill it out with all the information you have for your client

Client Portal 2

NOTE: Company is what will be displayed under the case dropdown and under that client name you will see your client’s cases

Company Name

NOTE: Green dots means the case is ACTIVE and the red dots means the case is INACTIVE

Step 2 – Create a Case

  1. Under your ADMINISTRATOR menu option on the left panel select CASE MANAGEMENT
  2. Click on the + to the right of CASES
Client Portal 3

3. Fill out the pop up form with as much information you have about the case

Client Portal 4

4. Click SAVE once you have finished

Step 3 – Assign the Case for Access

  1. Under ADMINSTRATOR menu option on the left panel select ROLE ASSINGMENT
  2. Select the CASE you want to access
  3. Select USERS that will need access to the case
  4. Select the ROLE that user will have for the case you selected
Client Portal 5

5. Click ASSIGN

You are ready to access the case!

  1. Refresh your browser by doing one of the following:
    A. Clicking on the REFRESH button to the left of your URL
    B. Pressing F5
    C. On your keyboard hold down ‘Ctrl-R’
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2. Check your CASE drop down and you will see your case listed

Client Portal 7

Setup New Users

If you want to create an access account for your client follow these instructions
If you want to create an account for someone in your office follow the same instructions

Step 4 – Create a New User

  1. Under ADMINISTRATOR menu option on the left panel select USERS
  2. Click the + to the right of SYSTEM USERS
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3. Fill out the pop up form with the user information. (Pay close attention to required items below)

A. Set user status to Enable

B. Set system role to User

C. Enter the Email for user – this will send the user an email IMMEDIATELY after saving this form asking them to set their password for this account. Be sure to notify your user an email is on its way and also have them check their SPAM. The email is coming from Qtis Support Team –

D. Enter the Phone for user this is so the user can receive OTP via SMS during their 2 Step Authentication Process. Be sure to use the following format 1(520)360-7987 or 15203607987

Client Portal 10

4. Click SAVE

5. User will receive an email that looks like this

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6. User will click on Click HERE and this will take the user to a screen where they will set their password

7. Once the password has been set the user will be able to login with their email address and set password

Step 5 – Assign the Case for Access

  1. Under ADMINSTRATOR menu option on the left panel select ROLE ASSINGMENT
  2. Select the CASE
  3. Select USERS that will need access to the case
  4. Select the ROLE
Client Portal 5 1

5. Click ASSIGN
6. The user will now be able to see the case on their case drop down

Additional Resources

How do I access my Client Portal?

You can access your client portal from anywhere you have internet. Be sure you are going to the following URL:

What is MFA / 2 Step Authentication / OTP

MFA (Multi-Factor Authentication) is a security feature Qtis offers making sure our users’ accounts are safe.

IF the user account has both an EMAIL and a CELL PHONE number in its user profile it will ask whether user prefers to receive the OTP (One Time Passcode) via Email or SMS (Text Message) when they first log in from a new device.

Why does it keep asking me for my OTP?

This may occur for a couple of different reasons.

1. OTP will be required if the device you are using has never been used before. Once you access your portal from that device the first time it will not ask for OTP verification again.

2. If you are using a different browser. We recommend you use Google Chrome for best performance.

3. If you cleared your history or cookies it will require you to verify its you again by entering an OTP.

How can I access my custom login screen?

You can do that by replacing a small text in the URL.

If you go to it will direct you to this link:

By simply replacing ‘zinatt’ (bolded right above) with your Client ID this will provide the user with the custom login screen that contains your logo.

Feel free to share either URL’s

How do I get my Client ID?

You can obtain your Client ID by contacting us OR you can also view it by going to your user button on the upper right corner of your application. It is labeled as ‘Account’.

This is a unique ID that Zinatt uses to track your subscription.

How can I get technical help?

There are multiple ways we can be reached. We are here to help!

1. Chat bubble on this page on your lower right. Someone from our team will respond as soon as we see your message.

2. You can email us:

3. You can call us @ 1-888-939-3648.

Learn about ROLES and how they work in Client Portal


Roles are the permissions you set for your users. In Client Portal you want to make sure you set the Role of CLIENT to your clients and any other role to yourself and your colleagues.

You can create multiple ROLES and assign users multiple ROLES this is a good way to add layers of security depending on the users access.


The GREEN check mark means they have access.

The GREY circle means they don’t have access for that role.

The RED circle means they don’t have access no matter what role they have. This overrides ALL other roles.

You can change them by clicking on the green check mark, grey circle or red circle and they will cycle through. You can control what a user can see down to the data level by expanding the pluses on the far right.