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. Learn More: Does my client already have an active portal account?
Below are some common scenarios as to why you might need to re-invite a Client to the Client Portal with links to articles that address it:
- Client was already invited but did not create their Account and needs the email resent. Learn More: Reinvite Client to Client Portal
- The Client has a new email address to be used for the Portal.
- Resend Intake Forms.