How to Invite Clients to Your Portal

Give your clients secure access to track their credit repair progress

Share this link with your clients

https://creditprosai.com/ClientPortal

Step-by-Step Guide

Access User Management

Go to your base44 platform dashboard to invite users:

You can also access user management through the settings icon in your base44 dashboard sidebar.

Enter Client Information

Fill in your client's details in the invitation form:

Enter the client's email (required)

Select "User" role for clients

Important: Make sure to select "User" role, not "Admin". Admins have full access to your business data.

Client Receives Invitation

Your client will receive an email invitation with:

Personalized invitation to join your platform

Direct link to create their account

Step-by-step guide to set up their account

Client Creates Account

Your client can set up their account in two ways:

Create a secure password for their account

Quick login using their Google account

Client Accesses Portal

Once registered, clients can access their portal at any time:

Works on any device, anywhere

What Clients Can Do in the Portal

See their current credit scores and detailed reports

Monitor score improvements over time

See active and completed dispute letters

Protected login with encrypted data

Best Practices

•Add client data first: Upload their credit report before sending the invitation so they can see their information immediately
•Personalize welcome: Send a personal email or call explaining the portal before the system invitation
•Check spam folders: Remind clients to check spam/junk if they don't receive the invitation
•Provide support: Share the portal link and your contact info in case they need help