Invite a client to the portal

Invite the correct person to the correct portal identity and verify whether their login is pending, active, or inactive.

Available to

Owners and admins with access-management permission can manage client portal invitations. A profile can show Family login, Student login, or both when the person's roles support them.

Before you start

• Verify the person's email and family relationships before creating access.
• Choose Family login for the account contact and Student login for the student's own account.
• Never send one person's invite link to another family member.

Steps

1. Select Clients, find the person, and open their profile.
2. Select Account and find Login access.
3. Read the current status under Family login or Student login: No login yet, Invite pending, Login active, or Login inactive.
4. Select Send login invite for the intended identity. The app creates the invitation for the verified email and attempts to copy the link.
5. Read the confirmation. If the link was copied, paste it only into the approved message to that same person. If it was not copied, use Copy invite link while the link is available.
6. If the pending invite needs to be refreshed, confirm the email and select Resend invite.
7. If the invitation should no longer work, select Revoke. Confirm that the status changes to inactive before sending a replacement.
8. When the client claims the invitation, return to Account and verify Login active and the email shown.

What happens next

A pending invitation is tied to the selected family or student identity. Once claimed, the status becomes Login active. Revoking a pending invite prevents that invitation from being used; a later invite creates a new link.

If you do not see this option

• Login access requires access-management permission and is normally limited to owners and admins.
• The profile needs a client-contact role for Family login or a student role for Student login.
• A usable email may be required before an invite can be created.
• Send login invite is replaced by Resend invite while an invite is pending.
• No send button appears after the login is already active.
• Portal access may be unavailable on the school's plan.