Invite clients to a portal
Add client email addresses and explain how magic-link sign-in works.
Open a portal and choose Invite person. Enter the client's name and email. Select a linked Contact when one exists. Each person receives portal-wide access to the items shared with that portal.
Magpie emails an invitation with the portal address. The client enters that same email address on the portal page to request a login link. Each login link expires after 15 minutes and can be used once. A client does not need a Magpie account.
If the invitation email fails, the client remains added. Give them the portal address so they can request a login link.
For access problems, Contact support.