Before You Begin
The customer must be added to a project by your team (unless self-service registration is enabled).
Customer emails must be enabled in the project settings for invites and access emails to be delivered.
1. Customer Login With One-Click Access
The customer opens the invite email sent by your team.
The email includes a secure Accept Invite & Join Project button.
Clicking the button takes them directly to the portal and into their project — provided they aren’t already logged in elsewhere.
If they’re already authenticated in the portal on that device/browser, they’ll be taken directly to the project with no additional steps.
Invite emails are valid for 14 days, giving customers ample time to respond even with travel or weekend delays.
2. Granting Portal Access
Customers can only access the portal once they’ve been added to a project by someone in your organization.
To add a customer:
Go to the Project in the left-hand menu.
Navigate to Members.
Add the customer’s email and send the invite.
3. Self-Service Registration (Optional)
If your organization has enabled self-service registration:
Any user with an authorized email domain can enter their email and receive a one-click login email.
After logging in, they can create new projects using available playbooks.
They will not see other projects unless invited.
Tips & Troubleshooting
Not receiving the invite?
Confirm the email address was entered correctly.
Check spam/junk folders or email filtering.
Resend the project invite from Project → Members.
Invite expired?
Invite emails are now valid for 14 days. If the link expires, resend the invite.
Already logged in but not taken to the project?
Clicking the invite will take you directly to your project if you’re authenticated — even if the invite email is older.