Sharing Magic Links With Clients

When you invite clients to a portal or assign tasks in Motion.io, they'll receive an email with a magic link allowing them to access their portals in a single click — no account creation or login required.

This article will explain how you can share magic links with your clients via text, email, or messenger; and outside of the standard notification and reminder emails Motion.io sends.

How to Share Magic Links with Clients Directly

After inviting a client to a Motion.io portal, you can copy their magic link URL to send it to them directly.

To copy a magic link, select a project from your dashboard and click the "Users" menu option at the top of your screen. On the "Users" screen, navigate to the client you'd like to generate a magic link for and click the link icon on the right side of your screen.

After copying a magic link, you send it to your client via email, text, or any other communication platform you use. Magic links you copy from a project's "Users" screen are valid for 14 days.