PERMISSIONS REQUIRED: You must have Organization Administrator permissions to invite or re-invite Clients to the Client Portal.
Before you begin, check to see if your Client has an Active Account or not. See FAQ: Does my Client already have a Client Portal Account for more information.
Below are some common scenarios as to why you might need to re-invite a Client to the Client Portal.
- Client already has a Client Account but lost the Login Link
- Client was already invited but did not create their Account and needs the email resent.
- The Client has a new email address to be used for the Portal.
See Invite Clients to Client Portal for more information.