Portal users
The client contacts who may sign in to your client portal: who they are, which customer they belong to, their role and whether they are invited, active or disabled. Invite one in three clicks and copy the link. Part of the Client portal add-on.
Tips
- A disabled or deleted customer takes its portal users with it: they can no longer sign in.
- The client's own admins can invite colleagues from the portal's Users page; they show here too.
In the app, press F1 or ? on this screen to open this guide next to your work.
This guide belongs to the Client portal module. Learn more
Related guides
More guides in Customers, vendors & HR
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- Trust money
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- Attendance today
- My check-in
- Monthly attendance sheet
- Shifts & roster
- Leave requests
- My leave
- Team calendar
- Leave balances
- Leave types & set-up
- Payroll runs
- Check, approve, post and pay
- My payslips
- Payroll set-up
- Joiner checklists
- Leaver checklists and settlement
- My HR tasks
- Checklist set-up
- Read a document with AI
- Salary payments
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