How to Invite Clients to a Client Portal
Overview:
Easily invite clients to view their dedicated portal so they can see updates, tasks, and resources.
Step-by-Step Instructions:
Select the Portal:
From your dashboard, navigate to Client Portals.
Click on the portal (e.g., “Window Washers”) where you want to add a new user.
Invite Clients:
Within the portal, go to Invite Clients.
Enter the email address of the client you wish to invite.
Click Add User.
Client Acceptance:
Once the client accepts the invitation, they’ll be added as a user.
Their view will show tasks, important links, and options to change the view (e.g., list or board view).
Watch the Video: