## Magic links

Enable password-less login for clients

### Overview

Magic Links allow clients to securely log in to your portal with a single click—no passwords required.

When enabled, all email notifications sent to clients will include a secure, one-time link that automatically logs them in and takes them directly to the relevant page (e.g., an invoice or contract).

Magic links expire after 3 days or after a single use, ensuring both convenience and security.

You can also manually send magic links from the CRM, Billing, and Contracts apps. This makes it easy to guide clients to the right place without requiring them to log in with their credentials.

We recommend enabling Magic Links for a more seamless and modern client experience. Clients who already use Google OAuth or have set a password can continue using those methods.

### Enabling Magic Links for Your Workspace

To start using Magic Links:

1. Navigate to _Settings > Client Authentication_
2. Toggle on _Enable Magic Links_
3. That’s it—magic links will now be included in all client email notifications.

**Note**: Magic Links are not enabled by default for existing workspaces created before April 9, 2025. Once enabled, all future notifications will include magic links. Workspaces created after this date will have Magic Links enabled by default.

### Sending Magic Links from the CRM

You can send magic links directly to clients from the CRM:

1. Navigate to the _CRM_ page
2. Click _Clients_ or _Companies_ depending on who you want to send a magic link to
3. Locate the client or company and open their details page, or click the ••• menu next to the client on the _Clients_ page
4. Click _Email Magic Link_ or _Copy Magic Link_

**Note:** From the company details view, magic links can only be sent to the individual clients listed in the company; you cannot send a company-level magic link.

### Sending Magic Links from the Billing App

To send a magic link for an open invoice:

1. Navigate to the _Billing_ app
2. Open the _Invoices_ tab
3. Locate the open invoice
4. Click the **•••** menu next to the invoice and select _Copy payment link_

### Sending Magic Links from the Contracts App

To send a magic link for an open (pending) contract request:

1. Navigate to the _Contracts_ app
2. Navigate to a pending contract request, either through an existing template or under the _Submissions and requests_ tab
3. Click the ••• menu next to the request and select _Copy eSign link_

### What Clients See

When a client clicks a magic link:

- If the link is valid and hasn’t expired, they’ll be taken directly to the relevant page—no login required.
- If the link has expired or already been used, they’ll see a page where they can request a new magic link to be sent to their email.

Magic Links make it easier and faster for clients to access your portal while maintaining strong security.

2. [Overview](/content/guide/magic-links#overview/index.html)
3. [Enabling Magic Links for Your Workspace](/content/guide/magic-links#enabling-magic-links-for-your-workspace/index.html)
4. [Sending Magic Links from the CRM](/content/guide/magic-links#sending-magic-links-from-the-crm/index.html)
5. [Sending Magic Links from the Billing App](/content/guide/magic-links#sending-magic-links-from-the-billing-app/index.html)
6. [Sending Magic Links from the Contracts App](/content/guide/magic-links#sending-magic-links-from-the-contracts-app/index.html)
7. [What Clients See](/content/guide/magic-links#what-clients-see/index.html)