A magic link gives a client temporary, OTP-verified access to a specific page in your platform — for example to view an invoice, sign off on a workflow, or upload documents — without needing a username or password.

  1. Open the client's detail page.
  2. Click the action menu (three-dot icon next to the navigation tabs) and choose Share with Client.
  3. A form opens with a pre-generated link.
  4. Pick or enter the client email to send it to (existing emails on the client record are available in the dropdown).
  5. Customise the email subject and message if you want.
  6. Click Send.

The client receives an email with a button. Clicking it sends them a 6-digit OTP to verify their identity. Once verified, they can view the linked content for the duration of the session (4 hours by default).

You can also generate magic links for individual invoices or workflows from their respective Share actions — the principle is the same.

Tip: Magic-link sessions only unlock the URLs you explicitly allow. The client can view shared pages but cannot navigate to other client records, invoices, or settings — perfect for "client portal" use cases without a full account.