Inviting a client to the portal

You invite a client from their card in Contacts. They receive an email with a link to accept.

Before you start

• Turn the portal on for the firm (the Client portal tab in Settings).
• The contact's role must be "client"; otherwise "The portal is for contacts with the “client” role." appears.
• They need a valid email address, otherwise "Add an email address to this contact to invite them." appears.
• Don't invite an archived contact.

Sending the invitation

1. Open the contact and scroll to the Client portal card.
2. Under the status "Not invited" read "The invitation goes to …" to confirm the email.
3. Press Invite to portal. "Invitation sent." appears and the status becomes "Invited on … — waiting for acceptance".

The client receives an email titled "… invites you to the client portal" with an accept button. The link is valid for 14 days.

Resend and revoke

• Resend invitation: sends the same link with a fresh 14-day window. Use it too when the status is "Invitation expired".
• Revoke invitation: stops the link immediately; you can send a new invitation later (a new invitation also removes the pending one).

After acceptance

The status becomes "Active since …", you get a notification that the client accepted, and an Open conversation button appears. Acceptance links the client's account to their contact, and re-enabling their access later needs no new invitation.