PIQPortal is sometimes located on your SQL Server, but is more likely installed on the PracticeIQ administrator's workstation. Note that it is a separate install from Practice Management.
To set up your new employee, ensure that you have their APS Login Name (The name in the Fee Earner Console) and their Windows (Network) login Name.
Open the PIQ Portal, right-click on the Users, and select New User from the menu.
When the User Setup Wizard starts, select 'Type in the user details manually' and click Next >.
In the Enter APS Login name field, enter the new employee's Practice Management login name (ID).
TAB to the Enter Windows login name field, enter the user's Windows (Network) login name, and click Add. The new employee will populate the bottom grid.
Click Next to display a summary for review. If all is correct, then click on Finish.
Back in the PIQ Portal, the new employee should now appear in the Users list.
To apply a profile(s) for accessing reports, click on their name, then click on the square tick box next to the appropriate profile(s) to add. At this point, the user should be able to access Practice IQ. If by chance they cannot, double-check the user's details:
Open PIQ Portal, right-click on the Users name, select User Details.
When the User Edit window opens, check that all the details are correct. At this stage, it will most likely be the Domain Name that is incorrect. If you are not sure, check a user who is working correctly, and use that as a template for the new employee(s).
Note: If your practice is using Practice Management version 11 or later versions, then you're able to launch the PIQ Portal from the Advance Application console. However, you will need to copy the PIQ.acf file from your IIS/web server to the C:\Adv2000 folder first.