video1.0<iframe src="https://www.loom.com/embed/d32774956766443f8b5303762fa01942" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d32774956766443f8b5303762fa01942-b002f8ea3acdddcc.gif76.758In this video, I walk you through the process of manually inviting a contact to our client portal without sending a document or invoice. I demonstrate how to generate a magic link for easy access and how to invite new users by clicking on the invite action. You can send an automatic login email that allows clients to log in without needing their password. Remember, you can select multiple contacts to invite at once. If you have any questions or need assistance, please reach out to support!