---
title: "Inviting Clients & Permission Management"
url: "https://primalaw.productfruits.help/en/article/inviting-clients-permission-management"
language: "en"
last_updated: "2026-10-16T16:50:25.180Z"
---

# Inviting Clients & Permission Management

This guide explains how to activate the Client Portal for a client and manage what they can access.

## Step 1: Activate the Client Portal for a Contact

1.  Open the client’s **Contact Page**.
2.  In the **General Information** section (top-left corner), locate the **Client Portal** toggle.
3.  Turn the toggle **ON**.

What happens next:

-   An email is automatically sent to the contact.
-   The email contains a **“Go to Client Portal”** button.
-   The client does not need to register or create credentials.
-   Clicking the button logs them in automatically using embedded credentials.

Important:

-   Only this specific contact receives access.
-   Access is tied to the email address assigned to that contact.

![](https://cdn-assets.productfruits.com/b2e99dd1-bdff-4d88-ae12-ecd3ebede2a3)

## Step 2: Customize the Portal Login Page (Admin Only)

If you are an administrator, you can brand the login page.

1.  Go to the **Administrator Panel**.
2.  Open the **Client Portal** tab (next to Reports).
3.  Upload:
4.  -   Landing page image
    -   Main image
    -   Firm logo
5.  Follow the recommended image dimensions to ensure proper display.

Your branding will appear on the login page and inside the portal.  
![](https://cdn-assets.productfruits.com/4f8f1fec-7b8a-4c5e-9855-9230a9f397f3)

## Step 3: Share a Case with the Client

Activating the portal alone does not give access to case information.

To share a case:

1.  Open the **Case Page**.
2.  In the **General Information** section (below the case name), locate the toggle labeled **Share in Client Portal**.
3.  Turn it **ON**.

The client will receive a notification that a case has been shared.

If multiple cases are shared:

-   The client can switch between them using the dropdown menu at the top of the portal.
-   It is recommended to share one case at a time to keep things simple.

![](https://cdn-assets.productfruits.com/bda14950-0f4f-4919-82e6-d78f3f856f21)

## Managing Permissions Summary

-   Portal access is granted per contact.
-   Case access is granted per case.
-   You control visibility of:
-   -   Files
    -   Forms
    -   Invoices (If your client cannot see their invoices, this means you are yet to apply to PrimaPay+ through Confido, please visit your Admin Panel and then go to Integrations to apply for [PrimaPay+](https://primalaw.productfruits.help/en/article/billing-primapay))
    -   Notes
    -   Smart Interviews

Everything must be explicitly shared to be visible.

  

### Customizing Client Portal Notifications Per

You can control who receives client portal notifications **on a per-case basis** directly from the case page.

To configure this:

1.  Open the specific **case** (not the contact)
2.  On the **top left corner** of the case page, click **Client Portal Notifications**
3.  Select the user(s) who should receive notifications by checking their names
4.  Save your selection

You can choose **one user or multiple users** from your tenant to receive these notifications.

#### What Notifications Are Included

The selected users will receive notifications for client activity within that case, such as:

-   File uploads
-   Completed Smart Interviews
-   Form edits or updates

#### Important Note

These notification settings are **case-specific**, meaning they must be configured individually for each case. Changes made here will only apply to the selected case and will not affect other cases or contact-level settings.

  

![](https://cdn-assets.productfruits.com/6aaf326a-4abd-4c5f-a37b-c64644459ace)