To invite your clients one by one go to the Clients menu and choose the action of Send Invitation from the right action menus.




This will send a password reset link on their registered email id (in the client profile).


If your clients have a Gmail email address in their Client profile, they can use the Sign in with Google option available on your login page. This way, you need not invite your client to generate a password and remember it everytime for login to their portfolio.


To invite your clients in bulk or all at once go to the Email scheduler menu

  1. Click on the Create campaign button on the top right corner.
  2. Select All clients using the checkmark on top of the users table.
  3. Click on Proceed.
  4. Choose Login Credentials
  5. Choose One time
  6. Click Proceed to send reset password mail to all clients