> ## Documentation Index > Fetch the complete documentation index at: https://docs.soundchecklive.io/llms.txt > Use this file to discover all available pages before exploring further. # Inviting clients > Preview a client's portal, send a secure invitation from their customer record, and understand how portal access is granted. Portal invitations are sent from a **customer's detail page** and require the client portal to be enabled for your organization. If you don't see the invite actions, [contact support](mailto:support@soundcheck.live). You invite a client into the portal from their [customer](/crm/customers) record — specifically, from their **primary contact**. Before you send anything, you can preview exactly what they'll see. ## 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. ## Preview the portal Go to **Sales → Customers** and open the client. On the **Overview** tab, find the **Primary Contact** card. 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. ## Send the invitation On the same **Primary Contact** card, select **Invite to portal**. The primary contact receives a secure invitation to set up their portal sign-in. You'll see a confirmation that the invitation was sent. 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. ## What happens when a client accepts 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. On first sign-in, Soundcheck binds 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. From then on, the client sees only their own customer's events, contracts, invoices, and forms. ## 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 the CRM. A client sees an event only when it's linked to their customer record, and forms only when they're assigned to that customer or event. Manage the mapping from the [customer](/crm/customers) and gig records. Because a client's portal is scoped to 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. ## Related pages What the portal is and what clients see. What clients do once they're in. Where invitations start.