📥Invite clients to your client portal

Now that you've created the client workspace, let's invite our client.

Open the portal workspace > click on the user icon in the left menu > choose between "create and invite the client" or just "invite" if you've already created a contact for this client.

Now what happens on the client side?

They get an email like this one (The sender name is your business name)

Email invite for clients

Once they click on it they land on your client portal and are prompted to set up a password (we'll save it for 4 months so they don't have to enter it again)

Set a password and log in!

When a client joins your portal, the yellow indicator will turn green and you'll get an email.

This means that your client has successfully set up an account on your portal.

You can now also share other workspaces with the client within his client portal for other projects for example.