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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
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)What this shows The new client portal dashboard gives you an overview of users invited/joined in the client portal and allows you to take certain actions…What this showsIllustrates 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".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.Image 1 of 5What this coversThe 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 emailNext stepThe 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)What this shows Joined users are the actual number of users who have joined your client portalWhat this showsIllustrates the "Invited Users Vs Joined Users" section of "Client Portal Dashboard".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.Image 2 of 5What this coversJoined users are the actual number of users who have joined your client portalNext stepMagic 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)What this shows Magic links will let your contacts directly log in to the client portal without needing them to log in.What this showsIllustrates the "Action 1- Magic Link" section of "Client Portal Dashboard".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….Image 3 of 5What this coversMagic 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 stepNote: 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)What this shows 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…What this showsIllustrates the "Action 2- Invite to client Portal" section of "Client Portal Dashboard".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.Image 4 of 5What to fill inYou 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 domainNext stepLogin 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)What this shows 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…What this showsIllustrates the "Action 3- Login Email" section of "Client Portal Dashboard".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.Image 5 of 5What to fill inLogin 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 passwordNext stepNote: You can select multiple contacts and send them login email together
Note: You can select multiple contacts and send them login email together
