Send an invitation
- Open the client and go to the Overview tab, Portal access.
- Enter the person's email address and choose Send invitation.
- The person receives an email in your branding with a link to your portal.
- The link works for 7 days. An expired invitation shows as such, and you can invite the person again.
- Invitations are refused for leads and archived clients. Change the status first. See Client statuses and seats.
- A client can have several portal users, for example both directors of a company. Each is invited separately.
What the invited person does
They open the link, confirm their name, and are signed in. Setting a password is optional: without one they sign in with emailed links. See Sign in to your investor portal.
Manage access
- The list shows each person as invited, expired, active or revoked, and when they last signed in.
- Choose Revoke to end someone's access at once. They can no longer sign in for that client.
- A person can be a client of several managers. Each manager's portal is separate.
Note: Access also ends when a client's status becomes lead or archived, and returns when you restore a suitable status.