3 min read
Inviting clients to their portal
Give a managed client their own read-only sign-in to see calls, practice and their package.
- 1
Select the client
Pick the client in the People switcher.
- 2
Invite to portal
Choose Invite to portal and enter the client's email address.
- 3
The client signs in
The client sets a password and signs in. They see only Portal, Help and Account — just their own preparation.
- 4
Track invites
The dashboard's In the portal card counts active clients and invites not yet accepted.
Tips
- Use the email the client actually checks.
- Clients who are also paying members keep their own tools; only invited portal sign-ins are limited.