We are excited to introduce a groundbreaking feature in our client portal experience—Single Sign-On (SSO) Magic Links for individual client portal apps! This enhancement is part of our ongoing commitment to providing a seamless and efficient user experience. With SSO Magic Links, accessing your favourite client portal apps is now easier than ever.

TABLE OF CONTENTS

• What Are SSO Magic Links?
• Key Benefits of SSO Magic Links
• How to generate and use Magic Links:
• How to use magic links as custom menu links:

What Are SSO Magic Links?

SSO (Single Sign-On) Magic Links are secure, one-click login URLs that allow users to access individual client portal apps—such as Courses, Communities, or Affiliates—without needing to manually log in. These links are generated per contact and app, instantly authenticating users when clicked. For example, instead of asking a client to enter login credentials every time they access a course or affiliate dashboard, you can send them a direct link that automatically signs them in and takes them where they need to go. This greatly reduces friction, saves time, and creates a seamless client experience.

Key Benefits of SSO Magic Links

• Frictionless Login: Users don’t need to remember or enter login credentials—clicking the link grants instant access.
• Time-Saving: Clients can get to their course, community, or affiliate portal immediately, which reduces onboarding delays.
• Fewer Support Requests: Eliminates common issues like forgotten passwords or failed logins, easing the burden on your support team.
• Professional Client Experience: Provides a polished, user-friendly way for clients to navigate between tools and resources within the client portal.
• Ideal for Multi-App Environments: Perfect for users accessing multiple tools (Courses + Communities + Affiliates), making each app easily accessible from a single portal.
• Improved Engagement: Easier access encourages higher engagement rates with your gated content or service platforms.

How to generate and use Magic Links:

Users can effortlessly generate magic links directly from the Client Portal Dashboard for individual client portal child apps, including Courses, Communities, and Affiliates. 

1. Go to Client Portal Dashboard: Navigate to the client portal dashboard on Highlevel platform.
2. Access Actions Menu: Click on the "Actions" menu located in the dashboard.
3. Generate Magic Link: Select the "Generate Magic Link" option from the menu.
4. Choose Relevant App: Choose the relevant Contact or Client Portal child app (Courses, Communities, or Affiliates) for which you want to generate the magic link.
5. Generate the Link: Click on the "Generate" button to create the magic link for the selected app or contact
6. Utilize the Magic Link: Once generated, use the magic link to access the chosen app directly without the need for a separate sign-in process.
   
   
   
   

How to use magic links as custom menu links:

• Magic links can be seamlessly embedded as custom menu items within the client portal.
• To use Custom Menu magic links, go to Agency ➝ Settings ➝ Custom Links and add your desired link as a menu item

Sub-Account and agency users can now enjoy the convenience of direct access to their respective child apps without undergoing a separate sign-in process. This not only saves time but also enhances the overall user experience.