Once a Client Portal user has been added to the software, you can email a portal instruction invitation to them.

Within the Employer > Client portal section, click on More > Email Client Portal Instructions to Client User(s)

Select the user(s) you wish to send the invitation to and click OK.

They will then receive an email with access instructions and a link to the Client Portal.

Q. How can I check if a client user (employer) has accessed or logged in to the Client Portal after being invited?
A. There is currently no way to view or track whether a client user has accessed or signed up for the Client Portal once the invitation has been sent. There is no activity report, 'last viewed', or 'last active' date available.

Q. Does the Client Portal invitation/registration link expire, and if so how long is it valid for?
A. The link for client portal users does not have an expiration time. So long as the client's email address is entered into the employer record the client user will be able to access the client portal. The employer / client user can log in at https://client.brightpay.com

Q. My client is not receiving the Payroll Entry notification email, and when they tried to log in with the email we have for them it said that they are not connected to a company. What should I do?
A. The client may not be set up correctly as a user on the Client Portal, which is why they aren’t receiving payroll entry emails and see the “not connected to a company” message. Please check if the client is added as a Super or Standard user on the Client Portal for their company. If not, you’ll need to add them and resend the Payroll Entry Request. To check that they are set up and their email address is correct - go to Employer tab > Client Portal and under Client Portal Users section, check the user's email address and permissions are set up correctly. Edit and save changes if required. You would need to delete the payroll entry request and resend for them to receive the email notification.