This article is one step from our Master Help Guide: All About Client Portals. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the setup below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Invite clients to access your branded client portal
Share files through the portal
Let clients upload documents to you
Understand how to manage access and login options
You can invite clients to the portal in two ways: through automatic access triggers or by sending a manual invite.
Clients are automatically granted portal access when any of the following actions occur:
You send them a document
You issue an invoice or proposal
You enrol them in a course or community
These actions trigger an email with a secure login link - no manual invite needed. You can also manually invite a contact directly as follows:
From the main Ivorey™ menu, go to [Courses] > [Client Portal] > [Dashboard]
Scroll to ‘Actions’ > and select the method you want to add them by:
Generate magic link: Magic links will let your contacts access the client portal without needing them to log in. Magic links are useful when you want to include them in emails or messages
Note: Magic links expire after 15 minutes, for security purposes. However, if a contact clicks an expired link they will be redirected to an OTP verification, so they can still log in and access the portal.
Invite to client portal: You can invite new users to your client portal by clicking on the invite button. You can either invite an already existing contact or enter an email address. The invitation will go from your default domain
Send login email: Send login email sends an automatic email to your contacts with a quick login button. Your clients can use the login button inside the email to login to the client portal with requiring them to enter their password
Clients will only see content you’ve chosen to share with them - such as documents, invoices, courses, or community access.
Your clients can upload files securely through the portal by following the below steps:
Log into the Client Portal
Navigate to the Shared Documents section
Click [Add files]
Select a file (PDF, DOC, PNG, etc.) and confirm the upload
Uploaded documents will appear in your CRM under:
Contacts > [Client Name] > Documents > Received > Client Portal
To share a document through the client portal:
Go to Site Pages > Client Portal > Settings > App Permissions (Ensure 'Shared files' is ON)
Invite your contact to the portal (If not already invited)
Go to Contacts > [Client Name]
Under the Documents panel, upload your file
Check the 'Share documents on Client Portal' box
Click [Upload]
Shared documents will appear in your client’s portal under “Shared Documents.” If the toggle is left off, the file stays internal.
If a client forgets their password, they can still log in securely.
When accessing the portal, they’ll receive a one-time login code via email
No need to remember or reset a password
These codes ensure quick, secure access whenever needed
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
