Every portal user is a named contact with their own access. That keeps handovers clean when your client's team changes and gives you a real record of who saw which update.
Send an invite
Open the portal, go to People → Invite, and add the contact's name, email, and role. LynxRise emails a secure sign-in link branded with your agency.
- Invite people individually — avoid shared addresses like info@
- Add several contacts in one go with comma-separated emails
- Invites expire after 14 days and can be resent instantly
What the client sees
The invite email carries your logo, your sender name, and one button. Clicking it signs them in and drops them on the portal landing page.
Per-contact permissions
Not every client contact needs the invoices tab. Set what each person can reach, and change it later without re-inviting them.
Full portal access: projects, files, invoices, and the ability to invite their own colleagues.
Projects, tasks, files, and feedback. No billing access.
Invoices and payment history only — ideal for finance teams.
Read-only access to whatever pages you make client-visible.
- Permissions apply per portal, so one person can differ across clients
- Downgrading access takes effect on their next page load
- Billing contacts still receive invoice emails
Resend, revoke, replace
People leave, emails bounce, projects end. Manage all of it from the portal's People list without touching the rest of the portal.
Track who actually looked
Each contact has a last-seen timestamp and a view count on key items. Use it before you chase a client for a decision they never received.
- See when an invoice or file was first opened
- Spot pending invites that never got accepted
- Activity is per contact, not per company