Requirements:

  • Firm issued workstation
  • Assignment to an application hosted in the Company Portal

 

Overview:

 

This article will describe how to install an application that is listed in the firm’s Company Portal. The Company Portal is installed on firm workstations and lists some of the applications that assigned to individuals in the firm. Smith & Howard will use this portal to make new applications and updates available. Note: Not all applications are available in the Company Portal at this time.

 

Section 1: Opening the Company Portal

  1. Click the Start Button and type “Portal”
  2. Click on the icon to open the Company Portal



  3. The Company Portal may prompt you to choose the type of device that you're using, select "Firm Workstation" and click to proceed.
  4. The Smith & Howard Company Portal opens, listing the applications available to you


Section 2: Installing an Application

 

  1. Find the application that you wish to install (you may need to use the search bar in the upper-left corner) and click to select it 
  2. Click the “Install” button next to the applications name



  3. The installation process will begin. Activity will show in the Company Portal and in Windows Alerts in the lower right corner of your primary monitor.





  4. Once the installation is complete the Company Portal will update to show the application as "Installed"

  5. The application is ready for you to use.


Should you run into any issues or need assistance, please contact the help desk. You can submit a ticket HERE , by emailing the help desk at [email protected], or by calling 404.879.3434/ x3434.