Add clients and contacts
A client is the person or company you work for; contacts are the people there who use the portal. Add a client from Clients with Add client, then add more contacts on the client's People tab. Each contact signs in with a one-time link sent to their own email, and sees only their own client's page.
Add a client
- Go to Clients and select Add client.
- Enter the Client name, which can be a person or a company, and the Company if it’s different.
- Enter a Contact name and Contact email.
- Tick Email them a portal link now to invite them straight away, or leave it unticked and invite them later, for example with your first request.
- Select Add client.
Add more contacts
A client can have as many contacts as you need, such as a finance lead and a director. On the client’s page, open the People tab and select Add contact. Choose one Main contact; they’re the default for requests and approvals.
Each email address can belong to one client in your firm. Contacts see only their own client’s portal.
Archive a client when the work is done
On the client’s Settings tab, select Archive client. Archived clients can’t open their portal and don’t count toward your plan’s client limit. Nothing is deleted, and you can restore them at any time.
Deleting a client, also on the Settings tab, moves their files to deleted files for 30 days before they’re removed for good.
Your plan’s client limit
Solo includes 5 active clients and Studio 25; Firm and Agency are unlimited. Archived clients don’t count. See plans and billing.