Now that you have created a Client Portal using the "Client Portal Creation" KB article, it is time to invite your clients to use the CIient Portal. This can be done singularly or in bulk. Both will be described in this article.

To access the list of your clients who may be invited to the Client Portal: choose Ticketing -> PSA Contacts.

Singular Client Invite

First, find the user that you would like to invite. You can narrow down the options by putting search terms in the appropriate search box of the appropriate column. Next, click on the "monitor" icon on the appropriate user that you wish to send an invitation to.

Finally, when the dialog box appears, choose the appropriate Client Portal. If you set a password, this will be the password that the user uses in combination with their email address. If you leave the Password box blank, the user will be requested to update/create their password on the first login. 

The email will be sent out using the default Client Portal Invite template. If you wish to change this template, please review KB article "Customize Client Portal Invite Email".

Bulk Client Invite

First, choose the clients that you would like to invite to the Client Portal. They can be filtered by Company or any of the other searchable criteria. Once they invitees have been selected, click on "Send Invites" on the far, top, right side.

Finally, choose the appropriate Client Portal and then "Submit"

The email will be sent out using the default Client Portal Invite template. If you wish to change this template, please review KB article "Customize Client Portal Invite Email".