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Manage Users in the Client Portal
Invite, onboard, and support portal users with ease. Generate magic links, send login emails, handle password resets, and automate access across courses, communities, and affiliates.
Managing Access Without Creating Friction
As more users gain access to your client portal, keeping track of invitations, logins, and support requests can quickly become difficult to manage.
User management brings together tools for inviting users, sending login access, generating secure links, and handling password-related issues from one place.
Without a clear system for managing access, users can get stuck during onboarding, miss important steps, or require repeated support just to log in.
This guide will walk you through how to manage users effectively so access stays simple, secure, and consistent across your portal.
To start, it helps to understand the key features available for managing users in the client portal.
Key Features of User Management
- Custom portal URL: Share a clean portal URL with your clients or members.
- Invited vs. joined users: Track pending invitations and active users separately.
- Magic links: One-click login without requiring a password.
- Global login links: Use contact-level Login URL fields in workflows and templates.
- Password support: Users can self-reset, and you can resend login options when needed.
Generate & Use Magic Links
Magic Links provide fast, password-free access. You can generate links for general login or for specific portal sections.
- Go to Sites → Client Portal (Client Portal dashboard).
- Select a user from the list.
- Click Generate Magic Link.
- Choose whether to send via email or copy the link.
- Optional: generate a link for a specific section (courses, communities, affiliates).
Pro tip: Use the contact’s Login URL field in workflows so every email/SMS automatically includes the correct magic link for that user.
Invite Users to the Client Portal
- Open the Client Portal dashboard and click Invite.
- Select existing contacts (or enter email addresses for new users, if available).
- Send invitations so users receive join instructions by email.
Bulk onboarding: Select multiple contacts and send invitations together to speed up onboarding for cohorts or groups.
Send Login Emails
Login emails send users a one-click button so they can access the portal quickly—especially useful if they forgot how to log in.
- Select one or more users in the Client Portal dashboard.
- Click Send Login Email.
- Users receive an email with a one-click login option to access the portal.
Manage User Passwords
- User self-reset: Users can select Forgot Password on the portal login screen to receive a reset email.
- Support workflow: If a user can’t log in, resend a login email or generate a new magic link.
- Best practice: Use Login URL (magic link) instead of sharing password-related fields in messages.
Troubleshooting tip: If a magic link fails, generate a fresh link and confirm the user is tied to the correct portal access (joined/active).
Simplify access with Magic Links
Provide fast, password-free access to client portal sections while keeping onboarding clean and consistent.
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Frequently Asked Questions
How do I generate a magic link for a specific section of the client portal?
Open the dashboard, select the user, and generate a magic link for the section you want (courses, communities, or affiliates).
Can I automate the sending of magic links?
Yes—use workflows (email/SMS) and insert the Login URL field so each user receives their own link automatically.
What should I do if a user can’t access with their magic link?
Confirm it was generated for the correct contact and resend. If it still fails, regenerate a new link and try again.
How do I manage password resets for client portal users?
Users can click Forgot Password on the login screen to receive a reset email.
Is it possible to invite multiple users at once?
Yes—select multiple contacts and send invitations or login emails in bulk.
Streamline Client Portal User Management
Invite users, send login emails, and automate access with global login links—so clients can get where they need to go fast.
Faster onboarding. Fewer support requests.
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