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Invite a client

Giving a client access to a case/matter in Sunlight is a separate step from adding them to your roster. Here's how to send and manage the invitation.

Before you start: confirm you have valid email for your client and you need Invite permission in Sunlight. No option showing? Contact your administrator.

Invite one client

  1. Open your client's profile → Portal Access section.
  2. Click Invite to portal. The client will receive an email with a link to create an account.

Invite several clients at once:

  1. From your client list, select the rows of the clients you want to invite

  2. Click Send Invitations.

Check status on the client's profile or on your client list "Invitation Status" column. Options inclue:

  • Sent (delivered, awaiting acceptance)

  • Accepted (logged in)

  • Expired

  • Canceled

  • Failed (invalid email).

If your invite is not accepted:

  1. Ask your client to check spam/junk.
  2. Verify the email on file (a typo is often the culprit).
  3. Resend if status is Sent, Expired or Canceled from the profile.. 
  4. Retry if status is Failed (Fix the email first) from the profile.

Tips:

Accepted but empty portal?Open the case, go to participants and add the client as a participant.

Admins can personalize the invitation email under Settings → Email Templates → Client invitation (with language options and a preview).

Trouble? Contact your case worker or email support@getsunlight.org.