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Client Portal URL
You can copy client portal url and send it to your clients. This URL is updated based on your custom domain selection
You can copy client portal url and send it to your clients. This URL is updated based on your custom domain selection
Invited Users Vs Joined Users
The invited users shows you the count of users that has been invited to the client portal by selecting the invite option from the action menu
Joined users are the actual number of users who have joined your client portal
Action 1- Magic Link
Magic links will let your contacts directly log in to the client portal without needing them to log in. Magic links are useful when you send them over email or messages.
Note: Magic links are generated at per contact level ,if you want to use magic links as emails with workflow triggers please use the custom values available that will automatically fetch the required data and build the magic link. Magic links generated from the dashboard are short-lived and expire automatically. If a client reports the link is no longer valid, generate a new magic link and resend it.
Action 2- Invite to client Portal
You can invite new users to client portal by clicking on the invite action.You can either invite and already existing contact or enter an email address. The invitation will go from your default domain
Action 3- Login Email
Login email sends an automatic email to your contacts with a quick login button.Your clients can use the login button in the email to login to the client portal with requiring them to enter their password
Note: You can select multiple contacts and send them login email together
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