Managing Client Invitations

ClientPress includes a built-in invitation system that creates client accounts automatically when a client accepts their invite. This guide covers how to send, track, resend, and revoke invitations.

---

Sending an Invitation #

1. Open the portal in your WordPress admin.
2. In the portal editor sidebar, find the Invite Client section.
3. Enter the client’s email address.
4. Click Send Invitation.

The client receives an email with a secure, one-time link. When they click it, they are taken to a page on your site to set their password. Once set, their WordPress account is created with the Client role and they are automatically logged in and taken to their portal.

---

Invitation Link Expiry #

Invitation links expire after a set number of days. The default is 14 days.

To change the expiry window: Settings → ClientPress → Access & Login → Invitation Link Expiry

Options: 7, 14, 21, or 30 days.

If a client’s link expires before they use it, resend the invitation to generate a new one.

---

Viewing All Invitations #

You can see all sent invitations under Portals → Invitations in your WordPress admin.

The invitations list shows:

• The client’s email address
• Which portal the invitation was for
• When it was sent
• Whether it is still pending or has been accepted

---

Resending an Invitation #

If a client didn’t receive the email or their link expired:

1. Go to Portals → Invitations.
2. Find the invitation in the list.
3. Click Resend.

A new invitation email is sent with a fresh link. The old link is invalidated.

---

Revoking an Invitation #

To cancel an invitation before the client uses it:

1. Go to Portals → Invitations.
2. Find the invitation in the list.
3. Click Revoke.

The invitation link is immediately invalidated. If the client tries to use it, they will see an error. A new invitation will need to be sent if you want to give them access later.

---

If the Client Already Has a WordPress Account #

If the client already has an account (from a previous project or any other reason), you do not need to send an invitation. Instead:

1. Open the portal editor.
2. Set the Client field to their existing user account.
3. Save the portal.

They will have access immediately the next time they log in.

---

Troubleshooting: Client Didn’t Receive the Email #

• Check that the email address was entered correctly
• Ask the client to check their spam or junk folder
• Resend the invitation from Portals → Invitations
• If emails are not being delivered at all, this is typically a WordPress mail delivery issue — consider installing a transactional email plugin (such as one that uses SendGrid, Mailgun, or Postmark)