Invite a Client to Their Portal
To give a client access to their portal, you send them an invite directly from their case. The invite generates a secure, unique link the client uses to log in. They do not need a Clasp account or password.
Before you start: The client must already be added as a contact on the case.
Open the case you want to share with the client from the case list or global search.
Click Send Portal Invite in the top right of the case page.
Select or confirm the client contact who should receive portal access.
Click Send Invite to deliver the email.
Note: The client receives an email with a secure access link. The link is scoped to your team and the client contact. An existing Clasp account can accept an invitation from another team without replacing access to its other teams. An account that already has firm access in a team cannot accept client portal access in that same team; that situation requires a different email.
Tip: If the client did not receive the original email, you can resend the portal invite from the same Send Portal Invite button at any time.
Related: Client Portal Overview · What Clients Can See and Do · Manage Portal Access