Client Portal - Access

Manage portal access for client contacts. Toggle portal access on or off for specific contacts on individual clients. When granting access, a PortalUser record is automatically created if one doesn't exist for the contact. Contacts must have an email address to be granted portal access.

OpenAPI Spec

Guides Operations Schemas

GET Get Portal Access Status
Returns the portal access state for a contact on a client, including whether granting access would send an invitation email. Requires: ViewAll on Cli...
/tenants/{tenant}/clients/{client}/contacts/{code}/portal-access
PUT Set Portal Access
Grant or revoke portal access for a contact on a client. When granting access, a PortalUser record is automatically created if one doesn't exist for t...
/tenants/{tenant}/clients/{client}/contacts/{code}/portal-access
POST Send Portal Invitation
Sends or re-sends the portal invitation email. The contact must already have portal access granted. Requires: Update on ClientPortalSettings.
/tenants/{tenant}/clients/{client}/contacts/{code}/portal-access/send-invitation