Client portal user accounts are linked to individual client contacts within Traffio and are strictly managed by you. Client Portal users are created via email invitations only sent from Traffio on your behalf.
Inviting Client Contacts to the Client Portal
There are two ways to send invites to client contacts:
Sending Manual Invites
Navigate to Clients on the sidebar
Select the Contacts tab
Scroll to the bottom
Click Send Invite to Client Portal
This is an example of the invitation email the Client Contact will receive:
Automated Invites
Automated invitation links can be included in booking, invoice & works docket emails sent to Client Contacts. This feature can only be performed by staff with an Administrator or Manager access level.
Navigate to Admin on the sidebar
Select the Traffio Config tab
Search Client Portal
Select the configuration named 'Include Client Portal invitation links in Client Contact emails'
Select Enabled in the options dropdown menu
Click Save
Note: In order for invitation links to appear in booking confirmation emails, you will need to enable the 'Send a booking link to the site contact(s)' option under 'Site contact messaging' in the Client's settings. Learn how here
Likewise, in order for invitation links to appear in works docket emails, you will need to enable the 'Send a job docket to the site contact(s)' option under 'Site contact messaging' in the Client's settings. Learn how here
This is an example of the invitation link which will appear in booking emails sent to the Client Contact:
Note: After a Client Contact has created a user account and connected with your business in the Client Portal, they will then see a link to 'Log in to the Traffio Client Portal' in these emails.