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Give community groups access via Contacts

We are excited to introduce the new feature, which allows users to seamlessly view and manage

Last updated: May 26, 2026


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On this page

  • Overview
  • Key Features
  • 1. Add Offers to Contacts Seamlessly
  • 2. Group Management Made Easy
  • 3. Password Management for Users
  • Step-by-Step Guide: How It Works
  • 1. Navigating to Contacts
  • 2. View Client Portal or Courses
  • 3. Assign Offers
  • 4. Group Management
  • 5. Password Management

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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