Invite a client to log in

Before you begin

It is possible to use a custom field to link to the client portal. This custom field allows your clients' contacts to log in to WorkflowMax to view progress on their jobs. Please use the Set up the edit contact link instructions to set up the edit contact link.

Once the link is set up, you can use it to invite as many client contacts as you wish to log in to WorkflowMax.

Inviting a client contact to log in

To invite a client to log in to WorkflowMax:

1. In the main menu, select the Clients > Contacts tab.
2. On the Contacts tab, drill down on the name of the client that you wish to invite to log in.
3. On the client information screen (Details tab), select Edit Contact Data.

   The Edit Contact Data link is available only once you have completed the Set up the edit contact link instructions.

4. On the Edit Contact screen, add the details of the person you're inviting to log in. For more information about each field, open the Data field reference section below. 
   • Data field reference

     Field	Description
     Contact Name	The full name of this contact person. For example: Catrina Foster
     Position	Job role or position: Accounts Manager
     Salutation	The name to follow 'Dear' at the start of a letter: Catrina
     Addressee	The formal name used in templates for documents such as invoices: Ms C Foster
     Phone	Contact phone number including area code: [phone]
     Mobile	Mobile number: [phone]
     Email Address	Contact email address: [e-mail] You can specify the contact's email address when you first set up their contact information. Once you save their contact details, they can use the email address to log in to WorkflowMax. Once logged in, they can change their email address (see Change your user name) but you cannot change it here.

5. If you wish to invite the client contact to log in to WorkflowMax, select the Invite to Login? checkbox. Workflowmax will send an invitation to the contact's email address you specified above.
6. Select the required level of security privileges for the contact.
7. Save your changes.

More to explore...

• Set up the edit contact link