Understand the Client Portal Dashboard

Where you manage who has access to your portal and how they get in.

What you can see

Invited users count; enrollment status.

Ways to get customers into the portal

Magic links (single-use, expire after use), portal invitations (existing contact or new email), login emails (one-click login button).

Bulk actions

Send login emails to multiple contacts at once.

Why this is useful

Several passwordless ways to get people in without a support ticket.