Resend a portal invite

1. Open the client's workspace.

2. Click Portal Access (or the Resend Portal Link button).

3. Confirm the recipient email. Loyva pre-fills the client's primary contact.

4. Click Send. A fresh magic link is generated and emailed.

When to resend

• The previous link has expired.

• The client lost the email.

• The client changed email addresses (update the contact first, then resend).

• You want to invalidate any old links. Sending a new one effectively rotates access.

Multiple contacts

For company clients with multiple contacts, you can send portal invites to each contact independently. Each contact gets their own token; revoking one doesn't affect the others.

Note: If a client never receives the email, check their spam folder and verify the email address. The send is logged in the client's activity feed so you can confirm Loyva attempted delivery.