Who This Is For / When to Use
Accounts managing courses, communities, or affiliate access
Teams onboarding users without passwords
Administrators using automations, workflows, or email templates for portal access
What Is the Client Portal
The Client Portal is a secure login area where users can:
Access courses and communities
View affiliate information
Log in using email/password, Magic Links, or login emails
Your account has a unique Client Portal URL.
Client Portal Dashboard Overview
The Client Portal dashboard shows:
Client Portal URL
Total invited users
Total active users
Actions for access management
Available actions:
Generate Magic Link
Invite to Client Portal
Send Login Email
Invited Users vs Users
Invited: Users who have received an invitation but have not joined
Users: Contacts who have successfully accessed the Client Portal
These counts update automatically as users join.
How to Invite Users to the Client Portal
Step 1: Open Invite Modal
Go to the Client Portal Dashboard.
Click Invite.
Step 2: Select or Enter Contact
Choose an existing contact or
Enter a new email address.
Click Send Invite.
Invitations are sent from your default domain.
How to Send Login Emails
Login emails include a one-click login button for the Client Portal.
Steps
From the Client Portal Dashboard, click Send Login Email.
Select one or more contacts.
Click Send.
Users receive an email with instant access.
How Magic Links Work
Magic Links are secure, one-time login URLs that:
Do not require passwords
Log users in automatically
Can link to specific sections (courses, communities, affiliates)
Magic Links are created at the contact level.
Generate a Magic Link (Contact-Based)
Steps
From the Client Portal Dashboard, click Generate Magic Link.
Select Contact.
Choose a contact.
Click Generate.
Generate a Magic Link (Specific Section)
You can generate Magic Links that open a specific area of the portal.
Available sections:
Courses
Communities
Affiliates
Steps
Select Custom Menu.
Choose the app section.
Click Generate.
Copy and Share Magic Links
Once generated:
Copy the link directly
Paste into emails, SMS, or messages
Share externally if needed
Use Magic Links in Workflows (Important)
Magic Links can be used in:
Workflows
Email templates
SMS actions
Smart list conversations
To ensure the Login URL (Magic Link) field appears:
Use a Client Portal–related trigger
Example: Offer Access Granted
Magic Link Custom Values in Emails
You can insert Magic Links into:
Workflow emails
Marketing email templates
Contact emails
Path examples:
Workflows: Automation → Workflows → Email Action
Emails: Marketing → Emails → Templates
Contacts: Contacts → Contact → Email
Select Login URL (Magic Link) from Client Portal contact fields.
Magic Link Generation Confirmation
After generation, the system confirms success and displays the link.
Password Login and Reset Flow
Users can also log in using:
Email + password
Google sign-in
Secure code login
If a user forgets their password:
Click Forgot Password on the login screen.
Enter email.
Reset via email link.
Managing User Access from Contacts
From an individual contact record, you can:
Assign courses
Update community access
Send login emails
Generate Magic Links
This keeps access management centralized.
Best Practices
Use Magic Links for frictionless access
Use Login Emails for bulk onboarding
Always use Client Portal triggers in workflows
Replace old password fields with Login URL links
FAQ
How do I generate a Magic Link for a specific portal section?
Generate a Magic Link using Custom Menu, then select Courses, Communities, or Affiliates.
Can Magic Links be automated?
Yes. Magic Links can be sent via workflows, email templates, SMS, and conversations using Client Portal custom values.
Why doesn’t the Magic Link field appear in my SMS workflow?
The workflow must include a Client Portal–related trigger, such as Offer Access Granted, to enable the field.
Can I invite multiple users at once?
Yes. You can select multiple contacts when inviting or sending login emails.
What if a user can’t access the portal using a Magic Link?
Regenerate the Magic Link and confirm the correct contact is selected.
How do users reset their passwords?
Users can click Forgot Password on the login screen and reset via email.