Before a client can log into their portal, you need to send them an invitation. The invite email contains a link for them to set their password and activate their account.
How to Send an Invite
- Go to CRM → People and click the client's name.
- On the Overview tab, find the Portal Access section.
- Click Send Portal Invite.
- The client receives an email with a link to set their password. The link expires after 7 days.
Make sure the client's email address is correct before sending the invite. The invite goes to whatever email is on their Person record.
What the Client Receives
The invitation email contains:
- Your firm's name and branding
- A link to set their password (valid for 7 days)
- The URL to log in going forward
No sensitive data is included in the email — the content simply directs them to log in securely.
Re-Sending an Invite
If a client didn't receive the invite or the link expired, just click Send Portal Invite again. A new link is generated and the old one is invalidated.
Resetting a Client's Password
If a client is locked out, they can use the Forgot Password link on the portal login page to reset their own password. Or you can send them a fresh invite from their Person record.
You don't have to invite every client right away. Many firms use DarkLion internally for a while before rolling out the portal to clients. Invite them when you're ready to start sharing documents.