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 client can log in at https://client.brightpay.com