Invite Client Users
Once you've added a client file in Xenett, you can invite your client to the Client Portal. This lets you ask them questions about transactions or anything else you need to share or ask.
Go to the client, Settings --> Client Portal --> Invite Client Users section, click Add Client User, enter contact information. There are two options given within this pop-up: 1) Require to set up 6 digits PIN to log in: By selecting this option, the client user will require to set up 6 digits PIN of their choice to log in the Client Portal.
2) Log in without PIN using the Magic Link: By selecting this option, there will be no PIN required and they can directly log in their Client Portal.
Select any one and click the Save button.
![Document image Document image](https://archbee-image-uploads.s3.amazonaws.com/gxTQ7SiSJoXVob2bu4KTw/GueO97wXwcVTIw5nuAQ6l_gif-recording-2024-05-03-at-123952-pm.gif)
This is an optional step to notify client by sending email through Xenett. If you don't want to send the email, you can cancel it.
![Document image Document image](https://images.archbee.com/gxTQ7SiSJoXVob2bu4KTw/dQwoAqk0SfwZ0etiWnTXF_image.png?format=webp)
The Magic Link will directly let you log into the Portal without needing to enter the username and password.
The Magic Link is available within the invited user's list under the Magic Link column. By chance, if the client user's link isn't working, you can copy it from here and share it with them. This link is unique for each client user.
![Document image Document image](https://images.archbee.com/gxTQ7SiSJoXVob2bu4KTw/ohUhCDdnmHv23WLmPBUS9_image.png?format=webp)
In case a client user reports that they've not received the invite via email, you can resend the invite by clicking on the Resend Invite icon beside the Pending tag as below:
![Document image Document image](https://images.archbee.com/gxTQ7SiSJoXVob2bu4KTw/lCUf20ezJYvUKNlTjx8Tg_image.png?format=webp)
If a client user is no longer active or for any reason you want to delete a client user, you can simply delete them by clicking on the Delete option under the Actions column as below:
![Document image Document image](https://images.archbee.com/gxTQ7SiSJoXVob2bu4KTw/nQ4KIMNAjrMlX4Yiq0r4u_image.png?format=webp)
![Doc contributor](https://s3.amazonaws.com/archbee-animals/cat.png)