---
title: How can I invite my clients to the portal?
slug: how-can-i-invite-my-clients-to-the-portal
docTags: 
createdAt: 2022-03-25T14:41:09.000Z
---

:::hint{type="info"}
**Heads up**! Keeper Docs is now deprecated, and this page is not maintained. Please visit [Keeper's Help Center](https://help.keeper.app/en/) at [help.keeper.app](#) for the latest docs and guides.
:::



In order to invite clients to the Client Portal, you need to add them as a contact and then send them an Intro Email.

There are two steps to inviting your clients to their Client Portal:

1. Adding them as a Contact
2. Sending them an Intro Email

***

## Adding client as a Contact

1. Open the client you would like to add contacts for
2. Click **Client Portal**
3. Click **Add Contact**
4. Enter contact info
5. Save

![](https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/VkbmYoXei0PwA087xKCZp_copy-templates-before.png)

## Send an Intro Email

After saving, make sure to send the email via the **'Send Email'** column to complete the invitation process.

![](https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/fXKkjepqpntAzNoTf8ajv_copy-templates-step-3.png)



:::hint{type="success"}
Once the contact accepts the invite, you will see ✅ in the **'Accepted Invite'** column.
:::