OnboardFi
OnboardFi
Docs
OnboardFi Docs
Ask OnboardFi AI
Log In
Start for free
Search
Documentation menu
Platform
Platform Overview
Getting Started
Customer Lifecycle Management
Portal Creation & Customization
Client Access Management
Client Access Management
Client Authentication System
Email-Based Authentication
Passwordless Access for Clients
Magic Link System
Security Benefits
Inviting Clients
Adding Client Users
Email Invitation Process
Access Permissions
Multi-User Accounts
Portal Access Mechanics
Public Access (Password Protected)
Client Access (Email Authentication)
Team Member Access
Access Audit Trail
AI Voice Assistant
Team Collaboration
Task Management System
Analytics & Reporting
Customer Portal Experience
Integration Ecosystem
Template Management
Implementation Guide
Advanced Features
Security & Compliance
Best Practices
Troubleshooting & Support
Appendices
Resources
Platform integration
Multitenancy
Glossary
OnboardFi roadmap
updated
Early access
Community
Changelog
OnboardFi Docs
Ask OnboardFi AI
/
Client Access Management
/
Adding Client Users
Adding Client Users
Adding Client Users
This section will cover how to add client users.
Previous
Security Benefits
Next
Email Invitation Process
Was this page helpful?
Yes
No
Thank you for your feedback!
