There are three ways to invite clients to portals:

In this article we explain how to invite clients through a public link.

Step 1: locate the client group

Step 2: click on the 'hamburger icon and choose 'Self-signup link'

Step 3: If your portals have 'roles' pick a role for which the link should be generated and click 'Generate a link'

Step 4: Copy the link. You can now use it on your website or in your own correspondence. You can revoke the link at any time.

What is the user experience?

When a client clicks on a link, a self-signup page opens up which requires a valid email address:

After we receive a valid email address we send the client an email verification link and then guide them through the process of setting up login credentials to the portal.