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Invite a Contact to the Client portal

Give a Client Contact secure access to the Client portal.

Updated 12 September 2026

Before you start: You need permission to invite portal Contacts, Client portal access for your firm, and an email address on the Contact.

Open Clients

Open the invitation

  1. Open the Client from Clients.
  2. Find the Contact in the Contacts panel.
  3. Open the Contact’s action menu, then select Invite to portal.

Choose their access

  1. Choose an Access role: Viewer, Contributor, or Admin.
  2. Select Send invite.
Invite to portal dialog with Contributor access selected for an example Contact
Check the Contact and access role before sending the invite.

What happens next

Cheku shows the result of the request. A new portal user receives an email with account-setup instructions. If the email already belongs to a portal user, Cheku adds or reopens their Client access instead; repeating the same request leaves the existing access unchanged.