The client portal

Goal. Give the client a secure link with their profile, cases, quotes, payments and appointments, send it to them and withdraw it when appropriate.

Prerequisites. The "Send the client portal" permission. For the "Send to client" button, messaging connected and the client's consent; without them, the link is copied and delivered another way.

What it is

The "Client portal" section of the record generates a single link per client. When opening it, the client enters a PIN, which is the last four digits of their phone number, and sees in read-only mode their information and all their cases, except archived ones. The link expires after 90 days. What the client sees is described in the "Pages for your clients" category.

Generating and copying the link

1. On the client's record, go to "Client portal" and click "Generate link".
2. The CRM shows the link with the notice "Link created. Copy it and send it to the client — it is shown only once.".
3. Click "Copy". The button changes to "Copied" and the CRM confirms with "Link copied".

The link cannot be looked up again: if it is lost, generate a new one.

Sending, renewing and revoking

• "Send to client" delivers the link over WhatsApp or email, depending on the available channel, using the portal template. It confirms with "Sent via WhatsApp" or "Sent via email".
• With an active link, the section says "There is an active link. Generating a new one replaces it." and the button is renamed "New link". The previous link stops working.
• "Revoke" cancels the link immediately: "Link revoked: nobody can enter with it anymore.".

Troubleshooting

• "The client has no active communication consent". "Send to client" cannot be used. Copy the link and deliver it yourself.
• "The client has no WhatsApp or email on file". Complete the record or copy the link.
• "The link template is missing in Settings > Templates". An administrator must create the portal template.
• "Could not send (check the messaging integration)". The link was generated; copy it and send it while the integration is reviewed.
• The client cannot enter. Check that they use the latest link, that 90 days have not passed and that they type the last four digits of the phone number on their record. After several failed attempts the portal locks temporarily and the CRM sends a security alert.