How clients sign in

Your client gets into the portal in two steps: they accept the invitation you sent once, then sign in whenever they come back. This page walks through both, plus the security settings they manage themselves.

1. Accept the invitation

When you invite a client from Clients, they get an email with a link. The link works for 72 hours.

1. The client opens the link. The Accept your invitation screen shows your agency’s name and the client’s company.
2. They check their Name. The Email address is the one you invited and can’t be changed here.
3. They choose a password of at least 12 characters, type it again in Confirm password and click Accept invitation.
4. The portal opens on Home.

Instead of a password, the client can click Continue with Google. It only works with the Google account of the invited email address.

2. Sign in

1. The client opens the client portal (the same address as the invitation link) and sees Sign in to your portal.
2. They enter their Email address and Password and click Sign in, or click Continue with Google.
3. If two-factor authentication is on, the portal asks them to Enter your security code: the six-digit code from their authenticator app, or one of their recovery codes. They click Verify and sign in.

A link to a specific post (for example from a notification email) asks the client to sign in first, then opens that post.

3. Secure the account

In Settings, the client manages their own sign-in methods. Your agency can’t change them on the client’s behalf.

1. Confirm your identity. Before any change, the client confirms who they are: with their current password, or with an authenticator or recovery code if two-factor authentication is on. A client who only uses Google must have signed in with Google within the last 10 minutes.
2. Two-factor authentication. Enable two-factor authentication shows a QR code. The client scans it with an authenticator app, enters the six-digit code and clicks Confirm authenticator. The portal then shows recovery codes once. Each one works a single time, so they should store them somewhere safe.
3. Google sign-in. Connect Google account links the Google account that matches their client email.
4. Password. Change password (or Create a password for Google-only clients) needs at least 12 characters. Click Save password.

Common sign-in problems

The client says	What to do
“The invitation link doesn’t work.”	It probably expired after 72 hours, or a newer invitation replaced it. Click Resend invitation on their row in Clients.
“Google sign-in fails.”	They must use the Google account of the email you invited. If it’s a different address, they sign in with the password instead, or you invite the right address.
“It says Too Many Attempts.”	The portal limits sign-in attempts to protect the account. Wait a minute, then try again.
“I lost my authenticator.”	Use one of the saved recovery codes in Enter your security code, then set up two-factor authentication again in Settings.
“I forgot my password.”	The portal has no password-reset link yet. If Google is connected, the client can sign in with Google and create a new password in Settings. Otherwise contact AgencyOS support.
“I see your agency’s app, not the portal.”	Clients can’t sign in to AgencyOS itself. Send them the client portal link from their invitation email.