Grant Client Portal access to a contact
Who can do this
Section titled “Who can do this”Any Company Owner, Company Admin, or team member with access to the client record. The Client Portal app must be activated in Settings & Apps first, and the portal must be enabled on the client record.
Prerequisites
Section titled “Prerequisites”- The Client Portal app is active — see How to set up and configure the Client Portal.
- The portal is enabled on the client record: edit the client and turn on the Client portal toggle.
- The contact has a valid email address in Uku.
Grant access to a contact
Section titled “Grant access to a contact”- Open the client record.
- Go to the Contacts tab.
- Click the contact you want to invite.
- In the contact edit form, find the Client portal section.
- Check the Access enabled checkbox.
- Click Save.
Enabling Access enabled gives the contact the standard portal experience — they can view tasks, upload files, send messages, and sign documents. Granular per-permission control (read, edit, document access) is in development.
Send the portal invitation
Section titled “Send the portal invitation”After saving, open the contact’s detail panel. Look for the Client portal invite row:
- No invite sent yet: click Send invite. The contact receives a magic-link email immediately.
- Invite already sent: the send date is displayed and a Resend invite button is available.
The magic link in the email logs the contact in directly — no password is needed. Links are valid for 7 days. If the link expires before the contact clicks it, use Resend invite to send a fresh link. The old link is invalidated when a new one is sent.
Manage access over time
Section titled “Manage access over time”Resend a link
Section titled “Resend a link”Open the contact’s detail panel and click Resend invite. The previous link is invalidated.
Revoke access
Section titled “Revoke access”- Open the contact edit form.
- Uncheck Access enabled.
- Save. The contact can no longer log in to the portal.
Multiple contacts on one client
Section titled “Multiple contacts on one client”You can grant portal access to more than one contact on the same client. Each contact logs in independently with their own magic link and sees the tasks and documents assigned to the whole client. They do not see each other’s messages.
Troubleshooting
Section titled “Troubleshooting”Contact did not receive the invitation email
Section titled “Contact did not receive the invitation email”Verify the email address on the contact record is correct. Check that the Client portal toggle is on at both the client level and the contact level. Emails can take a few minutes to arrive — ask the contact to check their spam folder. Use Resend invite to generate a fresh link.
Access enabled checkbox is not visible
Section titled “Access enabled checkbox is not visible”The Client Portal app must be activated first. Go to Settings & Apps > Client Portal and activate it. The contact-level checkbox only appears after app activation.
Contact can log in but sees no tasks
Section titled “Contact can log in but sees no tasks”Tasks appear in the portal only when they are explicitly shared. Open each task and click the Client Portal button in the task sidebar to add the contact as a portal assignee.