User
Clients
Screen guide
Before you start
Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.
Open this feature
- Open /portal/clients on your site.
Steps
Create or update: Save changes / Invite & grant access
- Open /portal/clients on your application domain, using the workspace account for this task.
- Find the form containing Name, Last name, Email. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Use the button shown for the current state: Save changes, Invite & grant access. Creation and editing can show different labels; submit the form once.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Name | Enter the name for this task, using the help or example shown by the form. The form’s example is First name. Replace it with your own value. |
| Last name | Enter the last name for this task, using the help or example shown by the form. The form’s example is Last name. Replace it with your own value. |
| Enter the intended email address. Use an inbox you control when practicing. The form’s example is [email protected]. Replace it with your own value. | |
| Role | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. The form’s example is Client reviewer. Replace it with your own value. |
| Organization | Enter the organization for this task, using the help or example shown by the form. |
| Tags | Enter the tags for this task, using the help or example shown by the form. The form’s example is Approver, executive, billing. Replace it with your own value. |
| Portal access | Enter the portal access for this task, using the help or example shown by the form. Allow this stakeholder to enter the client portal after invite acceptance. |
| Approval permissions | Enter the approval permissions for this task, using the help or example shown by the form. |
| Can comment | Enter the can comment for this task, using the help or example shown by the form. |
| Can download assets | Enter the can download assets for this task, using the help or example shown by the form. |
| Can upload files | Enter the can upload files for this task, using the help or example shown by the form. |
| Generate welcome message | Enter the generate welcome message for this task, using the help or example shown by the form. |
| AI summarize workspace | Enter the ai summarize workspace for this task, using the help or example shown by the form. |
| Auto assign approvals | Enter the auto assign approvals for this task, using the help or example shown by the form. |
| Suggested stakeholder role | Choose Reviewer, Approver, Executive sponsor, Client owner. |
| Send email invite | Enter the send email invite for this task, using the help or example shown by the form. |
| Send magic link | Enter the send magic link for this task, using the help or example shown by the form. |
| Schedule reminder if inactive | Enter the schedule reminder if inactive for this task, using the help or example shown by the form. |
| Portal role | Choose Reviewer, Client, Viewer. |
Use Send reminder
- Open /portal/clients on your application domain, using the workspace account for this task.
- Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
- Select Send reminder. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Use Save as contact only
- Open /portal/clients on your application domain, using the workspace account for this task.
- Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
- Select Save as contact only. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Fields and choices
Field descriptions appear beside each task above so that separate forms are not mixed together.
Check the result
- Stay in the same account/workspace and reopen the intended record or result screen.
- For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
- For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.
Common problems
| Problem | What to check |
|---|---|
| The screen or action is missing | Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint. |
| A field is rejected | Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice. |
| A list is empty | Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing. |
| A request is still pending | Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately. |
Technical reference
Role-scoped source references
Pinned commit: 40d27448e4517301d3d8f5a27ca0c7531c51f136
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /portal/clients |