Inviting and managing client contacts

Each client org can have more than one person with portal access. You manage those people from the Users tab on the client's detail page. The same controls are also reachable from the Command Centre's top-level Users section, filtered to that client's contacts.

Inviting a contact

Invite a contact by their email address. They receive a magic link to the portal, so there is no password to set or share. The primary contact you named in the New Client wizard is invited automatically when the org is created; use the Users tab to add any additional people at the client.

Resending and revoking

From the same tab you can:

• Resend an invite if a contact has not received or acted on the first one.
• Revoke a contact's access when someone leaves the account or should no longer see the portal.

How the client signs in

A client never sets a password. They log in with a magic link or email code sent to their address, which takes them straight into their portal at platform.hockeystickai.com. If a contact says they cannot get in, the usual fix is to resend their invite from the Users tab.