1. 1

   Open CRM → Clients and press Add

   Choose Add client. Enter the main contact's name and email, and optionally a company, phone number and internal notes only your team can see.

2. 2

   Leave portal access on

   Enable client portal access sends that person a branded invite email. Turn it off if you only want a record for now; you can invite them later.

3. 3

   The client opens the invite

   The email link works for 24 hours, can be opened on any device, and takes them straight into their portal. No password to create.

4. 4

   Check it worked

   In the client's page, the contact shows Never logged in until they first open the portal, then Last seen.

If they didn't get the email

• Open the client, find the contact and use Resend invite (the paper-plane icon, or the ⋯ menu). A fresh 24-hour link is sent every time.
• Ask them to check spam, then confirm the address is spelled correctly.
• See Client can't access their portal for the full checklist.

Next, add more contacts at the same company, or create their first project.