The client portal dashboard offers a comprehensive view of user activity, including invitations and accepted invites, and provides tools to enhance user engagement and streamline access. Locate this feature from the Sites or Membership tab to begin.

Invited Users vs. Joined Users #

Invited Users refer to the individuals who have been invited to the client portal via the “Invite” option from the action menu. Joined Users, however, represent the actual number of individuals who have successfully logged into and joined the portal. Understanding this distinction helps you track both invitations sent and successful user registrations.

Client Portal URL #

Once you have configured the sub-domain for your client portal, you can easily access the URL directly from the Dashboard. This allows you to quickly retrieve the link and send it to your contacts, streamlining the process of sharing access to the portal.

Generate Magic Link #

Magic links allow you to provide direct access to the client portal without requiring users to manually log in. These links are particularly useful when shared via email or other messages, offering instant access. Magic links are generated at the individual contact level, and to streamline integration with email workflows, you can use custom values to automatically populate necessary data, ensuring seamless user access.

Invite to Client Portal #

Inviting users to the client portal is straightforward. Simply select the “Invite” option, where you can either invite existing contacts or manually enter email addresses. Invitations will be sent from your default domain, providing a consistent and professional user experience.

Send Login Email #

The “Login Email” feature automates the process of sending login credentials to your contacts. This email contains a login button, allowing clients to access the client portal with a single click, eliminating the need to manually enter passwords. This feature enhances the user experience by providing an easy and secure way for users to log in.

Client Portal App #

After configuring your client portal app, you can view key details in this area of the dashboard, which provides a centralized location for monitoring and managing your portal settings.

With these tools in mind, you can effectively manage your client portal and access valuable insights to stay in the know.

Frequently Asked Questions #

Where do I find the Client Portal Dashboard? #

Locate the dashboard from the Sites or Membership tab to view user activity and access management tools.

What’s the difference between Invited Users and Joined Users? #

Invited Users are people you’ve sent an invitation to via the Invite option, while Joined Users are those who have actually logged in and joined the portal.

What is a magic link? #

A magic link provides direct access to the portal without a manual login. They are generated per contact and can use custom values to auto-populate data in email workflows.

How do I invite people to the portal? #

Select the Invite option, then either choose existing contacts or manually enter email addresses. Invitations are sent from your default domain.

What does the Send Login Email feature do? #

It automatically emails contacts a login button so they can access the portal in one click without manually entering a password.

How do I get the link to share my portal? #

Once your sub-domain is configured, the Client Portal URL is available directly from the Dashboard so you can copy and send it to contacts.