Before You Dive In
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
Inviting Clients to the Client Portal
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 enroll 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:
How to Manually Invite a Contact
Click for the written steps
Click for the written steps
If you'd like to invite a client directly (without sending a document or invoice), follow these steps:
From the Client Portal Dashboard
Go to [Courses] > [Client Portal] > [Dashboard]
Scroll to ‘Actions’
Select the method you want to add them by:
Generate magic link: Magic links will let your contacts directly log in to the client portal without needing them to log in. Magic links are useful when you send them over email or messages
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.
Note: If someone has DND enabled, they will not receive their offer access emails which include their login details. This email only sends once, so even if you grant access to the contact again they will not receive the email. In this case, you will need to send them a manual email or message with a magic link.
How Clients Can Upload Documents to You
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
How to Share Documents With Clients
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.
Forgotten Passwords & Secure Login
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
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Client Portals to continue with the next phase of setup.
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.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
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