From the profile page
Follow these steps to generate the PURL and send it to the client.
Go to the client profile page
Find and click the purple "Actions" button
Scroll and click "Client Portal."
Once the modal opens up, please select the email address to send it to.
Your client will receive an email with their personal ULR and instructions on how to log in.
From the reporting page
You can also send PURLs out in bulk by including the "PORTAL" placeholder in any email template.
You would generate a bulk email from the reporting page by clicking the purple "Actions" button and then "Send Emails." Please follow the steps to finish the send.