How-to1 min read·Updated Nov 2, 2026

Give a tenant or buyer access to the client portal

Send a WhatsApp magic link or emailed credentials so clients can see invoices, pay and raise requests.

Client portal feature

Available from the Basic plan (OMR 39.00). Sign in to your agency to see whether your plan includes it.

BasicProfessionalUltimate
Requires permission agency.contacts.portal_access

The client portal is a mobile-first web app where tenants and buyers see their contracts, invoices and receipts, pay online, submit maintenance requests and chat with you. Access is per contact.

  1. Open the contact and press Portal access.
  2. Choose how to invite: WhatsApp link (a one-tap login link valid for a limited time) or Email credentials (a temporary password they must change).
  3. Press Send. The portal URL is your website address followed by /portal — or the universal login page's “Client / Owner” tab.
  4. The contact's profile now shows “Portal: active” with last-login time. You can resend the link or revoke access at any time.
The Portal access dialog
The Portal access dialog

Contacts who are also owners use the same login and can switch between the client and owner portals from the menu.

Requires the Client portal feature. The Mobile app feature additionally lets clients install the portal as an app with push notifications.

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