Who This Is For / When to Use
Account owners automating client onboarding
Admins sending portal access automatically
Teams managing invoice, estimate, and contract notifications
Using Client Portal Login URLs in Automation
Kyrios provides a dynamic Login URL (Magic Link) that can be inserted into emails and messages.
This value generates a secure, contact-specific portal login link at send time.
Adding a Login URL to a Workflow Email
You can automatically send portal access when a workflow is triggered.
Steps:
Open Workflows.
Add an Email action.
Click Custom Values.
Search for Login URL (Magic Link) under Client Portal fields.
Insert the value into your email content.
The link is generated dynamically for each contact.
Sending Login URLs from Conversations
Login URLs can also be sent manually from conversations.
Requirements:
The message type must be set to Email.
The contact must have an email address.
Steps:
Open a conversation.
Switch the reply type to Email.
Insert Login URL (Magic Link) from custom values.
Send the message.
Using Login URLs in Email Templates
You can include Login URLs inside reusable email templates.
Steps:
Open Email Templates.
Edit or create a template.
Insert Login URL (Magic Link) from Membership Contact fields.
Save the template.
Each send generates a fresh login link.
Controlling Client Portal Email Notifications
Client Portal notifications are managed from Email Settings.
You can enable or disable notifications for:
Invoices created
Estimates created
Contracts created
Each notification uses a customizable email template.
Customizing Notification Templates
Each notification type can use a custom email template.
Steps:
Open Email Settings.
Click the template selector.
Choose Default Template or edit a custom one.
Save changes.
Automating Access with Campaigns
Client Portal access can be combined with campaigns for affiliates or lead flows.
Common uses include:
Sending portal access after signup
Providing affiliates with login access
Linking referral signup pages
Copying Referral or Signup Links
Campaigns generate referral and signup links that can be copied and shared.
Steps:
Open a campaign.
Locate the referral or signup link.
Use the copy icon to copy the URL.
Best Practices
Use workflows for automated onboarding
Use Magic Links for short-term access only
Customize notification templates for clarity
Avoid hardcoding portal URLs in templates
FAQ
Does the Login URL work for every contact?
Yes. The Login URL generates a unique Magic Link for the contact at the time the message is sent.
Can I track clicks on Login URLs?
Yes. Click tracking can be enabled in email settings or workflow email actions.
Can I disable Client Portal notifications?
Yes. Each notification type can be individually enabled or disabled from Email Settings.