Inviting customers to the portal
Send a magic-link invite and set each contact’s access level.
Inviting customers
Customers get into the portal only by a magic link you send — there's no self-signup.
Sending an invite
On an account's Contacts tab, click Portal on a contact's row. This emails them a magic link (valid for 7 days); the button then reads Invited. Set their access level with the portal role dropdown on the same row.
Access levels
- Viewer — read-only.
- Collaborator — can comment, post updates, flag blockers, complete tasks, and propose objectives/goals.
- Editor — everything a Collaborator can do, plus managing tasks and dates.
Tip
Start most contacts as Viewer, and promote a champion to Collaborator when you want them actively co-owning the plan. These tiers line up exactly with what you share on the success plan.
Related: *Collaborative (mutual) success plans* · *Configuring the customer portal* · *Contacts, roles, influence & sentiment*