Once you have added your client's file in Keeper, there are two steps to inviting your client to their Client Portal:
Adding them as a Contact
Sending them an Intro Email
Adding Your Client as a Contact
Open the client in Keeper
Select Portal from the top of the page
Click Add Contact
Enter your client's contact information in the New Contact window
Save
Things to Know
First Name and Email are required fields
Financial Access allows this contact to see financial reports posted to the portal
Files Access allows this contact to see any files you make visible in the portal
Add a Phone Number to be able to text your clients!
Texting your clients is only available on Keeper Premium
Send an Intro Email
After saving your contact, make sure to send an Intro Email via the 'Send Email' column to complete the invitation process.
Once the contact accesses the portal for the first time, you'll see a date show up in the "Last seen" column.
Last Seen will only show sessions on or after August 31st, 2023.
The Intro Email Template
The Intro Email will default to include a link to your Client Portal! Change between templates using the drop down menu at the top right of the window.
Select Email Templates at the top of the window to see a list of all email templates!
You can choose to edit default templates or add new custom templates.