Fieldsity

Email link (most common): Estimate/invoice emails contain a secure link that auto-authenticates the client. Session lasts 30 days.

Magic link: Clients visiting the portal URL enter their email to receive a one-time link (valid 15 minutes).

- Email link (most common): Estimate/invoice emails contain a secure link that auto-authenticates the client. Session lasts 30 days.
- Magic link: Clients visiting the portal URL enter their email to receive a one-time link (valid 15 minutes).

Clients access the portal via secure email links or magic link login — no password needed.

How do my clients log in to the portal?

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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