13.2. Inviting Clients to the Portal

Send portal invitations to give your clients access to the Client Portal.

Sending a Portal Invitation

1. Navigate to Clients from the sidebar.
2. Select the client company.
3. Go to the Contacts tab.
4. Click on the contact you want to invite.
5. Click Send Portal Invitation.
6. Confirm the invitation.

The contact will receive an email with instructions to set up their portal account, including creating a password.

What Clients Can Do

Once invited, clients can:

• View and create support tickets for their company
• Add comments and upload documents to tickets
• View projects assigned to their company (based on your visibility settings)
• Request appointments with your team
• View finalized invoices and billing information
• Invite additional users from their organization

Managing Portal Users

Clients with appropriate permissions can invite additional users from their organization through Client Settings > User Management in the portal.

You can also manage client portal users directly:

1. Navigate to the client's contact list.
2. View which contacts have portal access.
3. Revoke access if needed by disabling portal access for specific contacts.

Portal User Permissions

Client portal users have role-based permissions that control:

• Ticket creation and viewing
• Project visibility
• Billing access
• User management capabilities