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Let’s take a quick look at how to send client portal invites in the Client & Contact structure.
In this video:
Send client portal invites.
A quick look a the client portal
How Does the Client Portal Work in Canopy?
The Client Portal is how you securely exchange files, client requests, messages, and eSignature forms with your clients.
Why This Matters
Inviting clients to the portal early keeps communication secure, reduces email back-and-forth, and gives clients one central place to complete requests, upload documents, and view billing information.
Table of Contents
Client Portal Overview
The Client Portal allows you to:
Share files securely
Send and receive client requests
Collect uploaded documents
Send forms for eSignature
Before you can send anything through the portal, the client must be invited.
Best practice:
Invite clients to the portal as soon as they are onboarded. If you forget, Canopy will prompt you to invite them when you attempt to send portal items.
Client Portal Access Basics
Portals operate at the client level, but each contact must have their own login.
Each contact sees only the documents and requests shared with them.
Contacts cannot create their own portal access—they must be invited using their email address.
Send a Client Portal Invite (Individual Contact)
Check Portal Status
Open the Client Record.
Locate the Contacts section on the left.
Under each contact name, you can see:
No invite sent
Invited but never logged in
Last login date
Invite an Individual Contact
Expand the contact by clicking the arrow next to their name.
Click Send Invite.
Note:
If the contact does not have an email address on file, you’ll be prompted to add one before continuing.
Customize the Invitation
In the Client Portal invite window:
Confirm the contact name and email address.
(Optional) Add a personalized message.
(Optional) Select an email template.
You can use onboarding templates or Canopy’s preset templates.
Click Send.
Best practice:
Include a link to Canopy’s Client Portal Help Center to help clients get started.
Invite Multiple Contacts
You can invite all contacts on a client record at once.
To Invite Multiple Contacts
Open the Client Record.
Go to the Contacts section.
Click the three-dot menu at the top of the section.
Select Invite Contacts to the Client Portal.
Use the checkboxes to select contacts.
(Optional) Add a personalized message.
Click Send.
The Client Portal Experience
Email Invitation
Clients receive an email that includes:
Your personalized message
A Create Account button
After clicking Create Account, the client:
Sets a password using the invited email address.
Logs into the Client Portal.
Inside the Client Portal
When clients log in, they land on the Home tab.
They can access:
To-Do
All assigned tasks and client requests
Files
Files you’ve shared and files they upload
Billing (if enabled)
Outstanding balances
Invoices and payment history
Online payments (if enabled)
Clients can upload documents by selecting Add a File.
At the bottom of the portal, clients can:
Access User Settings
Update personal information
View help resources
Tip:
You can also share the Client Portal Help Center link during onboarding or in your invite message.
Summary
The Client Portal is the secure hub for files, requests, billing, and eSignatures.
Each contact needs their own portal invite and login.
Invites can be sent individually or in bulk from the client record.
Clients can complete requests, upload files, and manage billing from one place.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.