Infinity3 Help Centre

Send customers an invitation and help them reach the resources intended for them.

Before you start

Check the customer’s email address and prepare the course, group or shared resources they should access.

Send an invitation

1. Open **Memberships** → **Client Portal** → **Dashboard**.
2. Choose the available invitation action.
3. Select an existing contact or enter the intended email address.
4. Review the recipient and send the invitation.
5. Check the dashboard’s invited and joined information where available.

An invited customer has not necessarily completed joining. Use the joined information to check progress.

Send login information

For an existing customer, use the dashboard’s **Login Email** action where available.

You can also generate a contact-specific magic link for direct access. Send it only to that customer; dashboard-generated links are short-lived and may need to be regenerated.

Check resource access

Confirm the customer has the required course offer, group membership or shared document. A portal invitation alone does not replace those access steps.

Things to know

• The general portal URL can be shared as a login destination.
• Personal magic links should not be published on a website or reused for other customers.
• Test your invitation email and joining process with an internal test contact first.
• Review recipients carefully before sending login emails in bulk.

If the invitation does not arrive, contact Infinity3 with the recipient and send time.