Adding People to the Client Directory

The "People" tab of Motion.io's built-in Client Directory allows you to add your clients to Motion.io and have a full view of them, the projects they're on, the emails they've opened, and more.

This article will explain how to add clients to the directory and give them access to their client portal.

How to Add Clients to the Directory

When you invite clients to projects, Motion.io will automatically add them to the "People" tab of the Client Directory. If you'd like to add clients to the directory and give them access to their portal before inviting them to a project, Motion.io allows you to do so.

To create a new client, click the "Add Person" button in the upper right corner. In the modal, enter the client's details. After clicking "Save Person" the client you entered the details for will automatically receive an email with a magic link that allows them to access their portal.

👋 Tip: Motion.io now offers a Client Guest Role! Invite 3rd party collaborators to a project without granting full access. Learn more here.

👋 Tip: When adding a new client, the "Company" field lets you associate them with a company. You can assign clients to a company you created previously by selecting it from the dropdown or create a new company for them by clicking the "+" icon on the right side of the modal.

Viewing a Client’s Portal

After adding a client, you can preview their portal by following these steps:

Go to the Clients tab.
Click on the client’s name.
Select View Portal to see the portal exactly as your client does.

Resend a Client Invite Email

If you'd like to resend a portal invite to a client, click on their name and then the "Send invite" button.