Invite a client to their portal
Send your client an email with their sign-in details so they can approve pieces, see invoices and message you.
Inviting a client gives them their own sign-in to the client portal for this project. You can also tick Send [client name] a portal invitation once created in the last step of the new project wizard.
Before you start
- The project has a primary client with an email address. Secondary clients, such as a partner, can be invited the same way.
- Any client you have just added is saved. Until you click Save changes, the card reads "Save changes to enable portal actions".
Steps
- Open the project and go to Settings, then People, then Clients.
- On the client's card, click Invite. For the primary client you can also click Invite client to onboard at the top right.
- Check the Invitation message preview.
- Click Send invitation.
If it doesn't work
See An invitation email hasn't arrived or My client can't log in. Inviting again doesn't give a client a new password.
What happens next
- A first-time client gets "Your [studio name] client portal" with their email, a new password and an Open your portal button.
- A client who already has a portal sign-in, for example from another project, gets "You have been added to [project name]" instead. It has no password: they use their existing one.
- The card's status changes from Not invited to Invited, then to Joined once the client opens this project.
Good to know
- Clients can't change their password inside the portal. If they want their own, or forget it, they use Forgot your password? on the sign-in page.
- The client only sees sections you have switched on. Show procurement is off by default. See Choose what the portals show.
- Removing a secondary client and clicking Save changes removes their portal access to this project.