# Invite a client portal user

> Invite a client contact to the client portal so they can sign in and access this client's workspace. Send a client portal invite from the Client Portal Users page.

URL: https://www.agencytitan.com/help/clients/invite-a-client-portal-user/

Send a **client portal invite** so an external contact can sign in to this client's portal. A **client portal user** is not the same as an internal agency team member assigned to the client; portal users are contacts outside your agency who need **client portal access** for one client record.

## Who this is for

Agency team members who grant portal contact access for a specific client. Requires **View Client Portal Users** to open the page and **Invite Client Portal Users** to send an invite. Without **Invite Client Portal Users**, **Invite Portal User** does not appear.

## Before you begin

- The client record already exists. See [Create a client](/help/clients/create-a-client/) if you need to add one.
- You can open the client from **Clients** ([/clients](https://app.agencytitan.com/clients)). See [Find and organize clients](/help/clients/find-and-organize-clients/) for search and filters.
- You have the contact's email address and name ready.

New to client vocabulary? See [Clients overview](/help/clients/overview/).

## Open Client Portal Users

1. Open **Clients** and select a client name to open its record.
2. Select **Users** in the client navigation.

   The **Client Portal Users** page opens. The subtitle reads **Manage which portal users can access this client.**

   ![Client Portal Users page with Users selected in the client navigation, empty state message, and Invite Portal User button](/docs/screenshots/clients-portal-invite-v1/portal-users-page-empty.png)

   When no portal users exist yet, the page shows **No client portal users yet** and **Invite a contact to give them portal access for this client.**

## Open the invite form

When no portal users exist yet, select **Invite Portal User** in the empty state. If the list already has portal users, select **Invite Portal User** in the page header instead.

The **Invite Client Portal User** modal opens with **Email**, **First Name**, **Last Name**, and **Phone**. **Cancel** and **Send Invite** appear in the footer. Close the modal with **Cancel**, the **X** control, or **Escape**.

![Invite Client Portal User modal with empty Email, First Name, Last Name, and Phone fields plus Cancel and disabled Send Invite footer buttons](/docs/screenshots/clients-portal-invite-v1/portal-invite-modal-empty.png)

## Complete the invite details

1. Enter **Email** for the contact who should receive the **client login invite**.
2. Enter **First Name** and **Last Name**.
3. Optionally enter **Phone**. The field shows a **+1** country selector and accepts values such as `(201) 555-0123`.

**Send Invite** stays disabled until **Email**, **First Name**, and **Last Name** are all non-empty. **Phone** is optional.

## Send the invite

Select **Send Invite**.

AgencyTitan sends the invitation to the contact's email so they can set up portal access for this client.

## Expected result

- The invite is sent for this client.
- After the page refreshes, the contact may appear in the **Client Portal Users** list with an **Invited** access badge until they finish portal setup and sign in.
- The contact receives portal access for this client only. They are not added as an internal agency team member.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **Users** is missing or the page will not load | You lack **View Client Portal Users** | Ask a workspace owner to grant **View Client Portal Users** |
| **Invite Portal User** is missing | You lack **Invite Client Portal Users** | Ask a workspace owner to grant **Invite Client Portal Users** |
| **Send Invite** stays disabled | **Email**, **First Name**, or **Last Name** is empty | Fill all three fields. **Phone** is optional |
| You need to invite an agency employee instead | Wrong path | Use **Settings → Team & Access → Users** ([/settings/agency/users](https://app.agencytitan.com/settings/agency/users)) for internal team members, not **Client Portal Users** |
| **Invite Failed** | Invalid email, duplicate invite, or a temporary error | Check the email address and try again. Contact support if the error persists |

## Related articles

- [Client portal](https://www.agencytitan.com/help/clients/client-portal/): Understand how the signed-in client portal gives external contacts access to shared client work, tickets, billing history, and account areas.
- [Invite your team](https://www.agencytitan.com/help/getting-started/invite-your-team/): Invite agency teammates from Users so they can sign in to the agency app. This is not a client portal invite.
- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.
- [Create a client](https://www.agencytitan.com/help/clients/create-a-client/): Add a client record from the Clients list using Client Name, Client Profile, and any agency-required fields.
- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.