Purpose:
Provide a convenient and secure passwordless login method for your Client Portal members via email links.
How Magic Links Work:
- Generation: These unique, time-sensitive links are generated automatically by the system in specific situations:
- Welcome Emails: When a new member is enrolled (manually or via signup) and the Welcome Email is enabled (configured in
Memberships > Settings > Email Settings), it typically includes a magic link ({{member.password_setup_link}}) for the user to set their initial password and log in. - Password Reset Emails: When a user clicks the "
Forgot Password?" link on the portal login page, the system sends an email containing a magic link to reset their password. - Manual/Workflow Insertion: You can manually insert a magic link merge tag (e.g.,
{{client_portal.magic_link}}or{{membership_login_url}}- check your specific merge tags) into emails sent viaWorkflowsorConversations. Clicking this link will log the user in directly for that session.
- Welcome Emails: When a new member is enrolled (manually or via signup) and the Welcome Email is enabled (configured in
- Security: Magic links are secure because they are unique, sent directly to the user's verified email address, and typically expire after a short period (e.g., 15-60 minutes) or after being used once. This prevents unauthorized access even if the email is forwarded later.
- User Experience: Offers a convenient login method, especially if a user forgets their password or for initial onboarding.