Enhanced Client Portal Dashboard

Our newly updated client portal dashboard offers a detailed summary of user activities, including invitation statuses and new member sign-ups. It also provides the ability to perform specific tasks that optimize user access and participation.

Comparison of Invited and Joined Users

The distinction between invited and joined users is crucial: invited users refer to those who have received an invitation via the "Invite" action in the portal. In contrast, joined users are the ones who have successfully registered and accessed the portal.

Using Magic Links for Seamless Access

Magic links allow your contacts to enter the client portal without needing to log in manually. These links, perfect for sharing via email or messages, grant instant access to the portal.

Note: Magic links are created individually for each contact. You can automate this within your email workflows by using custom values that populate the necessary information for generating the link.

Inviting New Users to the Portal

To invite someone to the client portal, select the "Invite" function. You can invite existing contacts or input new email addresses directly. These invitations are sent using your default domain, ensuring a seamless process for the recipient.

Simplified Login Emails

The "Login Email" feature automates the process of sending login credentials to your contacts. An embedded login button in the email makes it easy for clients to access the portal without manually entering a password.