This guide shows administrators and plan sponsors how to add, remove, and manage users in the Client Portal, including sending invitations, editing permissions, and suspending access.
Key Benefits
Self‑service user management reduces support requests.
Granular permission sets keep sensitive data secure.
One‑click invitations and single‑use magic links speed onboarding.
Suspend or reinstate access instantly—no need to delete records.
Inside CX, click the Companies tab and select the appropriate company to manage.
Open the company record
Navigate to the People tab to see every contact and their portal access status.
For any existing contact, click Copy Invite Link to send a secure, single‑use login URL.
Toggle off Client Portal Access to suspend the user and confirm in the modal.
Suspend client portal access
Re‑enable access and choose the exact permissions (Add/Manage Users, Billing, Communications, Files) before clicking Send Invitation.
From the client’s perspective, choose Invite Users to invite additional staff and edit permissions.