The client portal provides your buyer or seller access to their transaction. Other users can be added to their own client portals, such as lenders, home inspectors, etc. Clients can view a timeline of important dates, tasks, documents, and contacts or send direct messages back and forth to you.
You can set permissions on the client portal so the client will only see what you want them to see. Read-only portal access is also available on the mobile app (iOS and Android).
Setting Permissions:
Giving your contacts access to information about their transaction can be incredibly helpful, but you want to make sure they are only getting the information they need based on their assigned role. Set permissions for each role before sending the invite. This article will help you with the process: Portal Role Permissions.
There are two different ways for your contacts to get a client portal invite. The first is manually adding them to a property while the second is automatically sending the contact the invite whenever they are added to a property. We'll go over each one starting with the manual process followed by the automated process.
Manually Sending an Invite
Inside the property's Contacts tab, find the contact you want to send the invite to, and then click on Send Portal Invite to the right of the contact's name.
Select the Client Portal Role from the drop-down that best fits the contact. Review all of the contact information before clicking Send Invite.
Now, when you go back to the Contacts tab in the property, you will see Invited where the Send Portal Invite used to be.
Automatically Sending an Invite
When you are working with the same contact in different transactions, manually sending a portal invite becomes tedious. You can set it up so the contact is automatically sent the invite every time they are added to a property. This is especially helpful when working with the same lender, home inspector, investor, etc.
To set this up, go to your Contacts page and click on the name of the contact you want to send the invite to automatically. In the center of the page, you will see a row of options with Client Portal on the right end. Go to this section and click the box next to Yes, automatically send invite.
This will open a drop-down section where you will need to select the client portal role you want to assign to the contact. It's important to select the correct role so that the contact sees the correct information based on that role's permissions.
