Better protect your sensitive client information by requiring a password for client portal access. Password protection can be added to individual invites and also to your templates for regular use.

Learn how to enable password protection, and understand your clients experience, below.

  • Create and send your client an invite here

  • Change your account password here

In this guide:

  • Add password protection to an invite

  • Your clients' experience with password protection

Add password protection to an invite

1. In the FileInvite app, click Create New Invite

2. On the Create Invite page, click the Advanced Settings drop-down

3. Find the Password Protected setting and switch it to Yes

πŸ’‘Tip: If you want to make password protection a standard setting across your invites, you can add it to your invite templates with the same method.

Your clients' experience with password protection

Adding password protection will require your individual clients to create a password when they access the client portal.

When your client receives your invite by email and clicks the 'get started' link, they will be directed to the New Access Password page to create their personal password.

Once they've created their password, they will be taken to the client portal to complete their invite requests as usual.

For security purposes, the client's session will last for 60 minutes, and this timer resets if they upload files to your requests.

The client can logout at any time and all progress on the invite will be saved.

Next time they visit the client portal, they will be prompted to re-enter their password to access the invite.

If the client has forgotten their password, they can use the Forgot password function to send a reset link to their associated email address.

πŸ“ Note: Invites with multiple parties will require each individual party to create and use their own password.

πŸŽ‰ Congrats! You've added an extra layer of security to your file collection process πŸŽ‰

πŸ˜“ Not too sure about any of this? let us clear things up in the chat bubble 😎

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