You can invite business clients or partners to create their Levr portal account in several ways. Once invited, they receive an email to set up their login and access their Business Portal, where they can complete applications, upload documents, and communicate with you.
Method 1: Share a Sign-Up Link
Steps
Go to the Businesses page
From your portal sidebar, open the Businesses page to view and manage all client profiles.
Locate your sign-up link
Look for the sign-up link section. You can copy and share this link with any client or partner who needs access.
Invite clients and partners to collaborate
When you click Share sign-up link, a modal will appear showing your partner referral code and your auto-generated sign-up link.
You can copy either one and share it with clients or partners so they can join and connect with your business.
Use Advanced Options if needed
If you want to configure marketing attribution or customize how the link behaves, open the Advanced section when generating the sign-up link.
Method 2: Invite Clients Directly from a Business Profile
Steps
Open the business profile from your Businesses list
Navigate to the Businesses page, find the business you want to share, and open its profile to view its details, deals, and workspace.
Go to the Manage access tab
Inside the business profile, open the Manage access tab. This section shows everyone who currently has access, their roles, and pending invitations.
Click + Invite members
Use the + Invite members button to open the invitation panel. This is where you add new people who should collaborate on this business.
Enter the client’s or partner’s email and send the invitation
Add their email address, choose the correct role (such as Business Owner, Collaborator, or Partner), and send the invite.
ℹ Once invited, they’ll receive an email prompting them to create their account and access their Business Portal, where they can complete applications, upload documents, and communicate with your team.
Need help?
If you’d like support walking through your portal, message us through Intercom or book an onboarding session with our team.