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Client Portal SSO Magic Links: Enable One-Click Access to Client Apps

This article will guide you through how to create and use SSO (Single Sign-On) Magic Links to give clients instant, secure access to individual client portal apps—such as Courses, Communities, or Affiliates—without requiring login credentials.

Last updated: May 26, 2026


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On this page

  • What Are SSO Magic Links?
  • Key Benefits of SSO Magic Links
  • How to Generate and Use Magic Links
  • Access the Sites Dashboard
  • Open the Client Portal Section
  • Click “Generate” for Magic Link
  • Select Magic Link Type
  • Select the App
  • Generate the Magic Link
  • Copy the Magic Link
  • How to Use Magic Links as Custom Menu Links
  • Switch to Agency View
  • Access Agency Settings
  • Navigate to Custom Menu Links
  • Create a New Custom Link
  • Enter Link Details
  • Choose Link Behavior
  • Set Sidebar Visibility
  • Select Sub-Accounts
  • Set Role-Based Visibility
  • Enable Permissions (Optional)
  • Save the Menu Link
  • Frequently Asked Questions

In this folder

  • How can my customers use the Client Portal?
  • How to set up the Client Portal?
  • Client Portal Dashboard
  • Client Portal SSO Magic Links: Enable One-Click Access to Client Apps
  • Notifications inside Client Portal
  • App Permissions in Client Portal: Enabling/Disabling a child app
  • Quick Start Guide - Kollab (iOS & Android)
  • How to Use Assignments in Courses
  • Subscription Management in Client Portal
  • Give community groups access via Contacts
  • Client Portal Branded Mobile App: Setting up branding of your app
  • Client Portal Dashboard Revamp and Associated Contracts
  • Client Portal App - Custom mobile app notifications
  • Notification Preferences for Courses in the Client Portal
  • View and Manage Estimates in the Client Portal
  • How to Force app updates on the Client Portal mobile apps
  • How Email Notifications Work for Invoices, Estimates & Contracts in the Client Portal
  • ClientPortal Builder Enhancement Pack
  • Chat Widget Integration with the Client Portal
  • Client Portal - Edit Default Email Templates

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