HelpTroubleshootingClient Cannot Access Their Portal
🔐

Client Cannot Access Their Portal

Troubleshoot portal link issues.

🕐 3 min readTroubleshooting

The client portal uses a secure tokenized URL.

Resend the portal link

Open the contact record and click Share Portal Link to generate a fresh link.

Custom domain issues

If you recently changed DNS settings, allow up to 24 hours for propagation. The default kanvocrm.com portal link always works.

portalclientaccesstroubleshooting