People & portals · Owner or permitted office member
Create a client portal invitation
Give one client a private portal link and check its access state.
Step-by-step guideMarkdown for AI
On this page
Create the link
The invitation link signs that client into their connected portal and expires after 30 days. Check whether Portal active already appears before creating another invite.
- Open Clients and select the intended client.
- Open the Portal tab or client portal page.
- Choose Create invite, then copy the newly generated private link.
- Send it only to that client through your chosen channel.
Check linked content
Review the client’s linked galleries in the Portal view. A gallery still needs its own shared status and permissions. A portal invitation alone does not release private production files or bypass a download lock.