Invite a client to the portal
Portal access is per contact and passwordless. You flip it on, share your portal address, and the client signs themselves in with a one-time email link.
Stepslink
- 1Open the contact in your CRM and confirm their email address is correct — the sign-in link goes there.
- 2Enable portal access on the contact.
- 3Share your workspace portal link with the client.
- 4The client enters their email on the portal sign-in page and receives a one-time sign-in link. Clicking it opens their portal dashboard.
Troubleshootinglink
- check_circleNo email received — check spam, confirm the contact’s email matches what the client typed, and confirm portal access is enabled.
- check_circleLink expired or already used — magic links are single-use with a short lifetime; request a fresh one.