Inviting a Client to Their Portal

ClientPress includes a built-in invitation system. When you invite a client, they receive an email with a secure link. Clicking the link lets them set a password and immediately access their portal — no manual account creation required.

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Before You Invite #

Make sure:

• The portal has been created and published
• The portal status is set to Active (clients cannot access Pending or Archived portals)
• You have the client’s email address

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Sending an Invitation #

1. Open the portal in the WordPress admin (Portals → All Portals → [Portal Name]).
2. In the portal editor sidebar, find the Invite Client section.
3. Enter the client’s email address.
4. Click Send Invitation.

The client will receive an email with a one-time invitation link.

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What the Client Experiences #

1. The client receives an email with a Accept Invitation button.
2. Clicking the button takes them to a page on your site where they set their password.
3. Once they set a password, their WordPress account is created with the Client role.
4. They are automatically logged in and taken directly to their portal.

No admin action is needed after the invitation is sent.

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Invitation Link Expiry #

Invitation links expire after a set number of days. The default is 14 days. You can change this under Settings → ClientPress → Access & Login → Invitation Link Expiry (options: 7, 14, 21, or 30 days).

If a link expires before the client uses it, you can resend the invitation (see below).

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Managing Invitations #

You can view and manage all sent invitations under Portals → Invitations.

From this screen you can:

• View all pending invitations and when they were sent
• Resend an invitation if the client didn’t receive it or the link expired
• Revoke an invitation to invalidate the link before it is used

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If the Client Already Has a WordPress Account #

If the client already has a WordPress account (for example, from a previous project), you do not need to invite them again. Instead:

1. Open the portal editor.
2. In the Client field, select their existing user account.
3. Save the portal.

The client will now have access to the portal when they log in.

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Adding Multiple Clients to One Portal #

A portal supports one primary client and any number of sub-clients. To add additional contacts from the same client organization:

1. Open the portal editor.
2. Find the Sub-Clients field in the sidebar.
3. Add the additional user accounts (they must already have WordPress accounts or have accepted a prior invitation).
4. Save the portal.

Sub-clients have the same portal access as the primary client.

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Sending the Client a Link to Their Portal #

Once the client has accepted their invitation and can log in, you can share a direct link to the portal list with them:

yoursite.com/client-portal/

When they visit this URL while logged in, they will see their portal (or a list of their portals if they have more than one). If they are not logged in, they will be prompted to log in first.

You can also enable Login Redirect under Settings → ClientPress → Access & Login to automatically send clients to their portal every time they log in.