How to Resend a Client Portal Invite

If a client hasn't opened their portal invite yet, or has lost the link, you can quickly resend it from within their workflow. 

Here is the full walkthrough: watch the video.

Steps

1. Open the client's workflow. (see this step — 0:08)

2. In the left-side panel, scroll down and select Settings. (0:08)

3. Within Settings, scroll down to the Notifications section.

4. Next to "Resend case initiation email," click the Resend button. (see this step — 0:21)

What happens next

Clicking Resend sends the portal invite link to the client again. If the client hasn't set up their password yet, they'll be prompted to create one when they open the new link. (0:21)