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Portal invitations are sent from a customer’s detail page and require the client portal to be enabled for your organization. Customers live under Business → Customers on Team and Enterprise plans. An invitation provides access to the shared portal records.
You invite a client into the portal from their customer record, specifically from their primary contact. Before you send anything, you can preview exactly what they’ll see.

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Before you invite

A customer can be invited once it has a primary contact with an email address. If a customer has no primary contact yet, add one (or fill in the contact’s email) from the customer’s detail page first.

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Preview the portal

1

Open the customer

Go to Business → Customers and open the client. On the Overview tab, find the Primary Contact card.
2

Choose Preview portal

Select Preview portal. It opens the portal in a new tab, exactly as this contact would see it.
Preview mode shows a clear “Admin preview” banner and disables the client’s action buttons. You’re looking, not signing or submitting on their behalf. Portal contacts always sign in separately. Use preview to confirm the right events, contracts, and forms are shared before you send an invite.

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Send the invitation

1

Choose Invite to portal

On the same Primary Contact card, select Invite to portal.
2

Your organization emails the contact

The primary contact receives a secure invitation to set up their portal sign-in. The email carries your portal branding (logo, brand name and primary color), comes from your sending domain when one is set up, and replies go to your organization’s contact email. You’ll see a confirmation that the invitation was sent; if the email provider is briefly unavailable, Soundcheck keeps retrying in the background.
The invite goes to the customer’s primary contact, not the customer record as a whole. To invite a different person, make them the primary contact first.

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What happens when a client accepts

1

They sign in

The client follows the invitation to the portal sign-in and creates their account. Sign-in is handled securely; each client has their own credentials.
2

Their account is linked to your CRM

On first sign-in, Soundcheck connects their account to the primary contact and its customer record. This step is safe to repeat, so a client who revisits the link isn’t affected.
3

They land on their dashboard

From then on, the client sees only their own customer’s events, contracts, invoices, and forms.

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Managing access

  • Re-sending an invite: If a client can’t complete their invitation, send it again from the same Invite to portal action.
  • What the client controls: From the portal’s Settings, the client can review the contact information you have on file and sign out of their session.
  • What you control: Access follows your CRM. A client sees an event only when it’s linked to their customer record, and a form only when it’s assigned to that customer or event. Manage those links from the customer and gig records.
Because a client’s portal only covers one customer record, double-check you’re inviting the right contact on the right customer. Use Preview portal first so you know exactly what will be shared.

Client portal

What the portal is and what clients see.

Contracts, invoices & forms

What clients do once they’re in.

Customers

Where invitations start.