Invite Client Users

an overview 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 how to invite client users 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\) requires setting up a 6 digit pin to log in by selecting this option, the client user will be required to set up a 6 digit pin of their choice to log in to the client portal 2\) log in without pin using the magic link by selecting this option, no pin is required, and users can directly log in to their client portal select any one and click the save button notify the client user this is an optional step to notify the client by sending an email through xenett you can cancel if you don't want to send the email copy magic link the magic link will directly let you log into the portal without entering 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 resend invite 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resend the invite by clicking on the resend invite icon beside the pending tag as below delete user if a client user is no longer active or for any reason you want to delete a client user, you can simply delete them by clicking on the delete option under the actions column as below