How to Invite Clients

Ready to share your client portal with your client? Follow these few simple steps.

  1. Navigate to the client portal you’d like to share.
  2. Click on “Share Portal Access”
  3. Enter the client contact’s e-mail address and name.

The client will now receive an e-mail, explaining that they’ve been invited to their client portal. The e-mail also includes their username and password as well as the login URL.