To Invite a Client into their Client Portal, follow these three steps.
- From the Client Portal, click on “Invite Clients” in the top-right corner.
![](https://uploads-us-west-2.insided.com/digits-en/attachment/f9af06e7-e52c-4cb7-a705-b6131e0dfb5c.png)
- Add the Client’s email address, first, and last name. You can also customize the invitation message.
![](https://uploads-us-west-2.insided.com/digits-en/attachment/22ea2f2e-e0a8-4723-ad20-20acce794390.png)
- Click on “Send Invites” and your Client will be instantly invited via email.
![](https://uploads-us-west-2.insided.com/digits-en/attachment/3a1f57ec-284b-441e-9ef9-5200d3497302.png)
To Resend an invitation to a client, follow these steps:
- From the Client Portal, click on “Manage Clients” in the top-right corner.
![](https://uploads-us-west-2.insided.com/digits-en/attachment/32bc9759-02b0-4da5-96ef-2237bb701fac.png)
- Find the client you want to re-invite, click on the three dots next to their name and then click on “Resend invite”
![](https://uploads-us-west-2.insided.com/digits-en/attachment/66ff0b1a-1fa6-4231-9705-76911c6a8f69.png)