Magic Links for Accessing the Client Portal
Have you ever been in a situation where you're trying to get somebody in client portal, or you want to get them in quickly, and they've lost their password, or they can't figure out how to log in? A client portal magic link is the one-click solution for that. A magic link is the fastest way to get your customers and students into your courses, or community group, if they forget their password.
Covered in this Article:
What is a Client Portal Magic Link?
What are some excellent usage cases for client portal Magic Links?
How to Generate a Magic Link?
- Go to the "Sites" section on the left side menu.
- Navigate to the "Client Portal" at the top.
- Click on "Generate magic link" at the bottom of the Client Portal dashboard screen.
- In the pop-up window, leave it set to "Contact"
- Enter the contact's name or email address to pull them up.
- Click on the contact's name from the drop-down list.
- Optionally, click on "Send Email" to send the system-generated email template with the magic link.
- Click the "Generate" button to create the magic link.
- Copy the generated magic link by clicking on the square icon next to it on the right.
- Paste the magic link into an email or text to send it to the contact.
- Optional: Use a incognito browser to test the magic link and ensure a seamless login.
Please Note: The email template for the magic link is not customizable.
What is a Client Portal Magic Link?
The magic link allows students to be automatically logged into your client portal. Once logged in, clients will be able to see all of the course "products" you have been granted them access to, as well as any community groups you have added them to.
The client portal can be great for sharing valuable content with your customers or users. However, sometimes logging in can be a hassle, especially if someone forgets their password. That's where client portal magic links come in. These one-click links allow your clients to quickly and easily access your courses without remembering their usernames or password. So, if you're looking for a hassle-free way to get your customers into your courses, consider using client portal magic links.
What are some excellent usage cases for client portal Magic Links?
Simplified login process: Magic links eliminate users needing to remember their login credentials, making it quick and easy for them to access your client portal site.
Password resets: If a user forgets their login credentials, you can send them a magic link to access their account without resetting their password.
Help new members access your community group: You can send a magic link to allow new members to access your community group, making it easy for them to access the group.
Multi-device access: Magic links can provide users quick access to your client portal site from any device, including desktops, laptops, tablets, and smartphones.
Troubleshooting
Does a contact need access to an offer for a magic link to work for them?
A magic link will not work for a contact if they have not been added to your client portal. If you grant them access to a course or community group within your client portal, the magic link you send them will automatically log them in.
When testing, when I click on a magic link, it shows all the courses the contact should not have access to.
This is an Admin privilege; when you click on a Magic Link, while being logged in as an Admin, it will automatically log you in as someone with access to all courses. If you want to do some testing, try opening the magic link in an incognito browser window.