How do I invite a client to their portal?
On the Portals page, click Invite on the client's portal, enter their Email Address, choose a role (Viewer or Admin), and click Send Invite. They'll get an email to create their account and sign in to their branded portal. Use Viewer for clients who just need to see data, and Admin for clients who should manage their own portal.
Before you start:
- A created, enabled portal for that client (see How do I set up a white-label client portal?).
- The client's email address.
Steps
- Click Portals in the sidebar.
- On the client's portal card, click Invite.
- Enter the Email Address and pick a Role:
- Viewer — "Can view call data, reports, and export."
- Admin — "Can manage branding, invite others, and configure portal settings." 📷 Screenshot coming soonInvite Client dialog with Email and Role
- Click Send Invite.
What happens next
Your client receives an email with a link to create their account and open their portal. They land in a portal branded as your agency, scoped to only their locations.
How it works
These are client roles, separate from your internal team roles. A portal Viewer is read-only (view, reports, export); a portal Admin can also manage that client's branding, invite their own teammates, and adjust portal settings. To add your own staff instead, see How do I invite my team?.