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  • James Montgomery
    Thryv Moderator
    Thryv Employee
    Thryv Employee

    Hey Mindy!

    You can give a client access to the Client Portal by sending them an invitation from within your Thryv account.

    To do this, go to the Clients page, select the checkbox next to the client you’d like to invite, and click Invite via email. From there, choose Login to Client Portal, customize the email if you’d like, and send it off!

    Here’s a help article with step-by-step details as well:
    https://learn.thryv.com/hc/en-us/articles/360000733571-Invite-your-Clients-to-Your-Client-Portal

    Let us know if you have any other questions!

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