Clients sign in with a one-time link emailed to them, so they have nothing to remember or reset. Only people you've invited can sign in.

1. 1

   They're invited

   The invitation email's link works for 24 hours and can be opened again until they first sign in.

2. 2

   Next time, they go to your portal address

   They enter their email and press the button to get a sign-in link.

3. 3

   They open the link and press Continue

   The link lasts 1 hour and works once, on any device.

• A contact can only sign in if their portal access is turned on, at a client whose portal access is on.
• A short security check may appear before a link is sent. If it won't complete, they can press Retry.
• Google sign-in and a client two-factor requirement are planned but not available yet (they show as "Coming soon" under Settings → Contact Authentication).

If a client has trouble, send them to: Client can't access their portal.