How do I resend client portal invitation to a client who never logged in?

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Alan Rutherford

• November 04, 2022 03:20

I read from another support post that I should do this:

Overview page > Edit > Client Portal > Resend Client Portal Invitation.

However, I get stuck on the third step, because I can't see a link that says "Client Portal."

Thanks!

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  Elizabeth A. Girard

  • November 21, 2022 15:21

  Hi!

  This is what works for me - Go to the client page, then on the right hand side, it should say "Communication Settings" a little way down. It will say "client portal access" underneath and if you hit the "manage" button next to it, it will give you the opportunity to email a new link.

  I hope this helps!

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  Judith Ward

  • December 03, 2022 18:42

  I just attempted to resend a link to the client portal ... went to "Communication Settings," and followed what you said worked for you. For me, clicking "Manage" simply took me back to the Client Portal tab on the Client edit page ... no "Resend Client Portal Invitation." Needless to say, this is very frustrating. This should be a very simple thing to do!

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  Joy A. Graham

  • December 20, 2022 20:31

  Just to confirm that I need to resend a portal invitation and that option does not appear anywhere that I can find.  I also followed the suggestions posted above.

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