# Invite clients and manage portal access

> Invite each client on a project to your portal, resend a lost invite, or revoke access when someone should no longer get in.

Source: https://docs.moodiri.com/client-portal/invite-clients-and-manage-access

## Why use it

Clients lose emails, change devices, and sometimes a project partner should no longer have access. From
one dialog you can see who is in, send or resend the link, and close the door when you need to.

## When to use it

- **Kick-off.** Invite your client once the project is ready for them to see.
- **"I can't find the link."** Resend the invite.
- **People change.** Revoke access for a client who leaves the project, then remove them.

You can also invite from the client's page. See [Send or resend a portal invite](https://docs.moodiri.com/directory/send-a-client-portal-invite).

## Before you start

- Only the owner and admins can send invites and revoke access.
- The client needs an email address. Without one, **Send invite** is unavailable. Add it from the
  client's page with [Edit client](https://docs.moodiri.com/directory/edit-or-delete-a-client).
- Open the project from **Projects**.

## Steps

![Project overview for Lombard Street Loft, with the Clients panel showing Alex Rivera as primary client, in the portal, beside the project's tasks and spaces.](https://docs.moodiri.com/shots/client-portal--invite-clients-and-manage-access-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/client-portal--invite-clients-and-manage-access-annotated.webp
1. Open the project, here *Lombard Street Loft*, and choose **Manage clients** (the pencil beside the clients).
2. Each client's portal status sits under their email. *Alex Rivera* shows **In portal**, so he has signed in.
3. Choose **Send invite**, or **Resend invite** if they were invited before. It emails a link to this project.
4. Choose **Revoke access** to sign the client out everywhere. You confirm before it happens.

## Send or resend an invite

![Manage clients dialog with Alex Rivera listed as primary client, In portal, with a Resend invite button, and options to choose an existing client or create a new one.](https://docs.moodiri.com/shots/client-portal--invite-clients-and-manage-access--send-or-resend-an-invite-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/client-portal--invite-clients-and-manage-access--send-or-resend-an-invite-annotated.webp
Callout 1: Manage clients


**Send invite** emails the client a link to this project at your [portal address](https://docs.moodiri.com/client-portal/your-portal-address).
You see **Portal invite sent to** and their name, and their status changes to **Invite sent**. When they
sign in for the first time it changes to **In portal**.

Each invite is for this project. To give a client a second project, invite them from that project too.

## Revoke portal access

![Manage clients dialog showing Alex Rivera, primary client with portal access, and the Revoke access button next to Resend invite.](https://docs.moodiri.com/shots/client-portal--invite-clients-and-manage-access--revoke-portal-access-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/client-portal--invite-clients-and-manage-access--revoke-portal-access-annotated.webp
Callout 1: Revoke access


**Revoke access** signs the client out everywhere and stops them signing in again, including with a
password or Google or Apple. Confirm the message to go ahead. You see **Portal access revoked for** and
their name, and their status goes back to **No portal access**. To let them back in, send a new invite.

## What happens next

- Invited clients follow the email link and [sign in to the portal](https://docs.moodiri.com/for-clients/signing-in-to-your-portal).
- Their status in **Manage clients** and on their [client page](https://docs.moodiri.com/directory/client-page) shows whether they have joined.

## Limits

- The client needs an email address before an invite can be sent.
- You can also send invites from the client page, as **Send portal invite**.
- Revoking signs the client out; they cannot sign back in until you invite them again.

## Troubleshooting

- **Add an email to this client first.** Shown when you point at **Send invite** for a client with no email. Add one, then try again.

## Questions

### What does my client receive?

An email titled *{your firm name} invited you to view your project*, with your logo and a link to the project in your portal. Replies go to the project's client-facing contact.

### Can two people from the same household get in?

Yes. Add each person as a client on the project, then send each of them their own invite.

### Does revoking access delete anything?

No. Their approvals, answers and payments stay on the project. They cannot sign in until you invite them again.