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Inviting a client to their portal

Your client's portal is where they see their posts and approve them. Nobody can sign in to it until you invite them.

  1. Open the client's page. On Clients, press their name.
  2. Press the Settings tab, then Access.
  3. Under Invite someone, type their email address and press Invite.

The page says Invitation sent. They get an email to set a password, then land on their portal.

Who has access lists everyone who can sign in to this client's portal. To see everyone across all your clients, press Everyone with portal access.