Setting Up Client Login Access and Invitations

Client login is configured from the individual contact, not by creating a shared login for the account.

Before setup

The contact needs a valid email, an associated account, and an available client role. The administrator needs Manage Users and the applicable access to complete setup.

Invite the contact

  1. Open the contact's Overview and find System Access.
  2. Confirm the email and account are correct.
  3. Choose Set up as user.
  4. Review the Set Up Client User dialog and its limited-case-access explanation.
  5. Choose Send invitation.
  6. Check the resulting invitation state and have the recipient complete the instructions.

Pending or existing access

A pending invitation may show Resend invitation and Update invite settings. An existing login shows Login already enabled. Do not create another contact merely because an invitation was delayed.

Scope of access

This setup provides limited access to cases where the contact is the case contact or explicitly assigned. Broader access is managed through user access settings. Creating or inviting a contact does not automatically expose all company cases or internal content.