The client portal dashboard gives you an overview of user activity, including invitations sent and accepted invites, along with tools to improve engagement and manage access. Find it under the Sites or Membership tab.
Invited Users vs. Joined Users
Invited Users are the people who have been invited to the client portal via the "Invite" option in the action menu. Joined Users are those who have successfully logged in and joined the portal. Knowing the difference helps you track both invitations sent and completed registrations.
Client Portal URL
Once you've configured the sub-domain for your client portal, the URL is available directly from the Dashboard. You can copy it and send it to contacts whenever you need to share access.
Generate Magic Link
Magic links give contacts direct access to the client portal without needing to log in manually. They work well when shared via email or messages, as they provide instant access. Magic links are generated at the individual contact level, and you can use custom values in email workflows to populate the necessary data automatically.
Invite to Client Portal
Inviting users is simple. Select the "Invite" option and either choose existing contacts or enter email addresses manually. Invitations are sent from your default domain.
Send Login Email
The "Login Email" feature automates sending login credentials to your contacts. The email includes a login button so clients can access the portal in one click, without needing to type a password.
Client Portal App
After configuring your client portal app, this section of the dashboard shows key details and gives you a centralised place to monitor and manage your portal settings.
With these tools, you can manage your client portal effectively and keep on top of how it's being used.