Articles on: Deep Dive into Project Boards

Magic link for guest users

When you invite a guest to join one of your Shared projects, they will receive an email containing a unique "magic link". This link facilitates hassle-free access to their client portal, eliminating the need for a separate sign-up process.

Note: Each magic link is personalized and should not be shared with other guest users for security reasons.

Opting for a Manual Sign-in:
Guest users who prefer an additional layer of security can opt for a manual sign-in process. To activate this, they simply need to set a password in their profile, located at the top right corner of their account.

How to Regenerate a Magic Link:
If there's a need to regenerate a magic link for a guest user, it's quite straightforward. Navigate to the project they are part of, go to settings, select 'team members', and click on the 3-dot menu next to their name. From there, select the "Send magic link" option.

Please note, generating a new magic link will invalidate any previous links issued for that user, maintaining the security integrity.

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Updated on: 04/09/2023

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