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Client Portal Single Sign On and Magic Links
Client Portal Single Sign On and Magic Links
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Written by Daina
Updated over 10 months ago

How to generate and use Magic Links:

You can effortlessly generate magic links directly from the Client Portal Dashboard for individual client portal child apps, including Courses, Communities, and Affiliates.

  1. Go to Client Portal Dashboard: Navigate to the client portal.

  2. Access Actions Menu: Click on the "Actions" menu located in the dashboard.

  3. Generate Magic Link: Select the "Generate Magic Link" option from the menu.

  4. Choose Relevant App: Choose the relevant Contact or Client Portal child app (Courses, Communities, or Affiliates) for which you want to generate the magic link.

  5. Generate the Link: Click on the "Generate" button to create the magic link for the selected app or contact

  6. Utilise the Magic Link: Once generated, use the magic link to access the chosen app directly without the need for a separate sign-in process.
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