# Client Portal Dashboard

> More Tutorials from the Community https://youtu.be/XLkDEt9Wqkc https://youtu.be/62skgJ9Z2uY https://www.youtube.com/watch?v=EnuIT8Otf2Y…

- Source: https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/client-portal-dashboard
- Section: Client Portal / Client Portal
- Reading time: 2 min
- Images: 5, each explained below
- Modified on Wed, 25 Mar at 7:26 AM

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**More Tutorials from the Community**  

[https://youtu.be/XLkDEt9Wqkc](https://youtu.be/XLkDEt9Wqkc)

[https://youtu.be/62skgJ9Z2uY](https://youtu.be/62skgJ9Z2uY)

[https://www.youtube.com/watch?v=EnuIT8Otf2Y](https://www.youtube.com/watch?v=EnuIT8Otf2Y)

[https://youtu.be/lj0QrN505RQ](https://youtu.be/lj0QrN505RQ)

The new client portal dashboard gives you an overview of users invited/joined in the client portal and allows you to take certain actions like generating a magic link,Inviting a user to client portal or sending them login information via email

**In this article**

-   [Client Portal URL](#client-portal-urlyou-can-copy-client-portal-url-and-send-it-to-your-clients-this)
-   [Invited Users Vs Joined Users](#invited-users-vs-joined-users)
-   [Action 1- Magic Link](#action-1-magic-link)
-   [Action 2- Invite to client Portal](#action-2-invite-to-client-portal)
-   [Action 3- Login Email](#action-3-login-email)

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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

![Client Portal URLYou can copy client portal url and send it to your clients. This URL is updated based on your custom domain selection (image 1 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010292182/original/-uqXj0h84-UQHFaqLRuTU_2LqCsJmKNtUA.png)

**Client Portal URLYou can copy client portal url and send it to your clients. This URL is updated based on your custom domain selection (image 1 of 5)**

This screenshot appears in the "Client Portal URLYou can copy client portal url and send it to your clients. This URL is updated based on your custom domain selection" section of "Client Portal Dashboard". The text alongside this image reads: The new client portal dashboard gives you an overview of users invited/joined in the client portal and allows you to take certain actions like generating a magic link,Inviting a user to client portal or sending them login information via email. Immediately after, the guide continues: 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.
- What this covers: The new client portal dashboard gives you an overview of users invited/joined in the client portal and allows you to take certain actions like generating a magic link,Inviting a user to client portal or sending them login information via email
- Next: 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

## **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

![Invited Users Vs Joined Users (image 2 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010292573/original/KHXwkkC02Mk2EehPylnHCT5tvgU7VTIirg.png)

**Invited Users Vs Joined Users (image 2 of 5)**

This screenshot appears in the "Invited Users Vs Joined Users" section of "Client Portal Dashboard". The text alongside this image reads: Joined users are the actual number of users who have joined your client portal. Immediately after, the guide continues: 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.
- What this covers: Joined users are the actual number of users who have joined your client portal
- Next: 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.

## **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.

![Action 1- Magic Link (image 3 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010295415/original/u_iu3EOTE-g0MEYFZAESg4GoNEWrqcaQRQ.png)

**Action 1- Magic Link (image 3 of 5)**

This screenshot appears in the "Action 1- Magic Link" section of "Client Portal Dashboard". The text alongside this image reads: 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. Immediately after, the guide continues: 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….
- What this covers: 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.
- Next: 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.

> **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 2- Invite to client Portal (image 4 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010295329/original/DUG2QqLn3r8PLV6IfoXzV5t0Z6Dd3CH2Xg.png)

**Action 2- Invite to client Portal (image 4 of 5)**

This screenshot appears in the "Action 2- Invite to client Portal" section of "Client Portal Dashboard". The text alongside this image reads: 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. Immediately after, the guide continues: 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.
- What to fill in: 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
- Next: 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

## **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

![Action 3- Login Email (image 5 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010295799/original/MhNJZKg4lMyzxt_90RBibWwm3LeTgf8Enw.png)

**Action 3- Login Email (image 5 of 5)**

This screenshot appears in the "Action 3- Login Email" section of "Client Portal Dashboard". The text alongside this image reads: 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. Immediately after, the guide continues: Note: You can select multiple contacts and send them login email together.
- What to fill in: 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
- Next: Note: You can select multiple contacts and send them login email together

> Note: You can select multiple contacts and send them login email together

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