Getting Started
Passwordless Magic Links
Understand how to log in and invite clients without managing passwords.
Passwordless Magic Links
Conboarding relies entirely on Magic Links for authentication. You and your clients never need to create or remember passwords.
When someone needs access, they enter their email address. The system sends a unique, time-sensitive link to their inbox that grants immediate entry.
Logging Into Your Account
- Go to the Conboarding login page.
- Enter your registered agency email address.
- Click the button to request access.
- Open your email inbox and find the message from Conboarding.
- Click the secure link inside the email to enter your dashboard.
[IMAGE_PLACEHOLDER: The login screen showing just an email input field and a submit button]
Giving Clients Access
- Open an active client project in your dashboard.
- Locate the client portal link section.
- Click the button to send an invite email.
- The client receives an email with their specific magic link.
- The client clicks the link and enters their secure portal immediately.
[IMAGE_PLACEHOLDER: The project view showing the Send Invite button and the generated portal link]
