This article shows how to grant Client Portal access to a secondary client on a transaction. By inviting additional clients, all parties can view transaction updates, access shared documents, complete tasks, and stay informed throughout the process.
Topics in this article:
Video Overview
Inviting Secondary Clients to the Client Portal
If a secondary client needs access to the Client Portal, follow the steps below to send them an invitation.
Navigate to Admin > Team Settings > Forms & Fields.
Ensure the following fields have been added to at least one of your transaction forms:
Second Contact Name (this will be their first and last name)
Second Contact Email
Second Contact Phone
📙 For guided steps on how to add fields to your forms, check out this KB article.
Navigate to the Transactions Page.
Select the transaction you'd like to add a secondary client to.
Enter in the secondary client information into the following form fields:
Second Contact Name (this will be their first and last name)
Second Contact Email
Second Contact Phone
⚠️ If information entered into these fields isn't accurate the second client won't be able to log in.
Click Save Changes.
Click the Client Portal tab at the top of the transaction.
In the Send Invite section, you'll see a field for each contact on the transaction.
Click the Send button to the right of the contact.