Give portal access for clients in bulk, the primary contacts from the selected client records will be sent an invite.
You can also choose to include applicable spouse contacts in the invite as well as include resending invites.
Please note that any selected contacts who are missing a primary email address will be excluded from this bulk action.
Also, if multiple contacts have the same primary email, they will be ignored altogether.
Multiple contacts on the same primary email: This rule applies if any contact on a client record, regardless of client type, shares the same primary email as another contact. Since the client portal login is based on the primary email, two contacts can’t share the same portal login. Therefore, this bulk action will automatically ignore contacts with duplicate primary emails to prevent any errors.
Send Client Portal Invites in Bulk
1. Navigate to the Client List.
2. Select the box next to any clients that you want to send invites to.
You can also select the box at the top of the list to select all clients.
3. On the top right of the list, select the three stacked dots.
4. From the options, select Client Portal Invite.
Clicking this brings up a Client Portal Access window. This is where you'll choose if you want to include all linked contacts in the invite, include applicable spouse contacts in the invite, and have the option to resend invites. You can also draft and send a personalized message for the selected clients from this window.
The Resend Invites feature works as follows:
If the Include all linked contacts in invite is checked, all linked contacts and contact types (including Dependent or Other) will be resent an invite.
If the Include all linked contacts in invite is checked, the Spouse box will automatically check and deactivate.
If the Spouse box is unchecked, only primary contacts will be resent an invite.
If the Spouse box is checked, both primary contacts and spouses will be resent an invite.
Invites will be resent to any specified contact who has already received one, regardless of whether thy have logged into the portal.
5. Once you're done with that, select Send.
You'll know the invites were sent successfully with a message that populates at the bottom of the screen.
