Client Portal Dashboard
Welcome to the Stack Client Portal Dashboard! This feature provides an overview of users invited and those who have joined your client portal. You can perform actions such as generating a magic link, inviting users, or sending login information via email.
Client Portal URL
Section titled “Client Portal URL”You can easily share your client portal URL with your clients. This URL is automatically updated based on your custom domain settings.
Invited Users vs. Joined Users
Section titled “Invited Users vs. Joined Users”- Invited Users: This count reflects the number of users you have invited to join the client portal. Invitations are sent through the action menu.
- Joined Users: This shows the actual number of users who have accepted the invitation and joined your client portal.
Actions
Section titled “Actions”Magic Link
Section titled “Magic Link”Magic links allow your contacts to access the client portal directly without needing to log in manually. These links are perfect for sharing via email or messaging.
Note: Magic links are generated for each contact. If you wish to automate sending magic links via workflows, use the available custom values to automatically generate and send the appropriate link.
Invite to Client Portal
Section titled “Invite to Client Portal”To invite new users to the client portal, use the invite action. You can choose to invite an existing contact or enter a new email address. Invitations are sent from your default domain.
Login Email
Section titled “Login Email”The login email sends an automatic message to your contacts with a quick login button. This allows your clients to access the client portal without entering a password.
Tip: You can select multiple contacts and send them the login email simultaneously for convenience.
For more tutorials and community insights, check out these helpful videos: