Email-authenticated Client Portals

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides email authenticated client portals are the new way for your clients to access their client portal, replacing to the now deprecated one click links (deprecated) docid\ nshma5hyh9su8aiu b5by they offer the same level of convenience while greatly improving security and functionality same convenience your clients will still not need to remember a password occasionally, when they go to their portal, they will need to click a one time link that’s emailed to them to prove they should have access more security with the new email authentication added to the client portals, we’ve eliminated the risk of bad actors gaining access to your one click link new functionality more security means more functionality here are some of the new features you can now have a login to client portal button on your website read more below https //docs keeper app/email authenticated client portals#9z putting your client portal login on your website merged client portals clients with multiple company files can access all their questions from the same link better support for emailing assignees https //docs keeper app/contacts#ux emailing and texting your contacts email and text merge tag https //docs keeper app/email templates#rp custom templates for contact first name publish management reports directly to the client portal here's helpful analogy for the difference between one click links and email authenticated client portals one click links are like a google sheet with link sharing enabled, while email authenticated client portals are like inviting someone by email to a private google sheet upgrading to email authenticated client portals this section relates to upgrading the client portal from one click links if you created your keeper account in 2022 or later, this section does not apply to you – your client portal links are already upgraded to upgrade to using email authenticated client portals, click the upgrade client portal button you will need to create one or more contacts docid\ wwj49jy23yssyiuslxthi with emails so they can access the portal once you upgrade, the old one click links will still work, they’ll just redirect to the new link and ask your client to authenticate via the email you specify for them you can also use the new client portal update email template to tell your clients about these changes if you have any questions or would like assistance upgrading your client portals, please contact us or find time on our calendar how this works for your clients your clients will still experience the simple login process they've come to expect step 1 they get an email or text about new questions in their portal step 2 if they are already authenticated, they'll go straight to their client portal, just like they did with one click links step 3 if this is the first time they are accessing the link on a new device, they'll be prompted to request a one time link if you have whitelabel enabled, this will also come from your email step 4 they click that button, and they'll be logged in after they have logged in, they'll stay logged in so they won't need to click the one time link again until their cookie expires putting your client portal login on your website now that client portals are email authenticated, you can now put a button on your website to allow your clients to go to their client portal from your site to do this, get your base client portal link (e g , clients example com), and then add a button to your website where clicking it goes to that link from there, if your clients click this link, they'll be able to go straight to their portal from your website faqs my client wants to login with a password how can they set one? your clients can set a password to login to their client portal in one of two ways first, you can send them a password reset link that they can use to set a password second, they can request one themselves from the client portal to do that, they should go to your client portal and click sign in manually instead then, they click get help signing in , type in their email, and click reset password once they have done that, they'll receive an email with a link to set a password that they can use to log into the client portal