--- title: Inviting Users to the Portal description: Learn how to invite clients to the Harness portal, resend expired invitations, and send invites in bulk — plus what each account status means. --- [Skip to content](https://help.harness.co/inviting-users-to-the-portal#main-content) ![logo harness horizontal (blue) (6)](https://help.harness.co/hs-fs/hubfs/logo%20harness%20horizontal%20(blue)%20(6).png?width=160&height=47&name=logo%20harness%20horizontal%20(blue)%20(6).png) - [Advisor Help Center](https://help.harness.co/) Open main navigation Close main navigation - [Advisor Help Center](https://help.harness.co/) - [Log In to the Portal](https://advisor.harness.co/) [Log In to the Portal](https://advisor.harness.co/) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. 1. [Advisor Help Center](https://help.harness.co/?hsLang=en) 2. [Foundation](https://help.harness.co/foundation?hsLang=en) September 30, 2026 # Inviting Users to the Portal ## Send, resend, and bulk-send portal invitations so clients can access their engagements, tasks, and documents in Harness. Sending a client an invitation to the portal is how you give them access to their engagements, tasks, and documents. Once a client accepts the invitation and creates an account, you can collaborate with them through Harness — assigning tasks, requesting documents, and sharing notes directly in the portal. 💡 **Note:** You can only send an invitation to a contact that already exists in your Contacts page. Make sure the contact is created before sending the invite.Client Account Statuses Each client contact in the portal has an account status that tells you where they are in the invitation process. | Status | What it means | Action needed | | --- | --- | --- | | **Active** | The client accepted the invite and has full access to the portal — engagements, tasks, documents, and email notifications. | Ensure notification settings are configured to their preferences. | | **Pending** | The invite has been sent but not yet accepted. The link is still valid. | Follow up with the client to remind them to accept the invitation. | | **Expired** | The invite was sent but not accepted within 7 days. The link is no longer valid. | Resend the invitation and follow up to ensure they accept it promptly. | | **No Account** | The client has never been invited to the portal and has no access. | Send an invitation if you'd like to collaborate with this client on Harness. | ### Step 1: Send invites to multiple clients at once The fastest way to invite several clients at once is from the Contacts page. - Navigate to the **Contacts** page from the main menu. - Select one or more contacts from the list by checking the box next to their name. - Click **Invite** in the top-right corner of the contact list. - Each selected contact will receive an invitation email from Harness. 💡 **Note:** Invitations expire after 7 days. Clients will receive a reminder email one day before expiry if they haven't accepted yet. ![step1-invite-multiple-from-contacts](https://help.harness.co/hs-fs/hubfs/step1-invite-multiple-from-contacts.png?width=670&height=252&name=step1-invite-multiple-from-contacts.png) ### Step 2: Send an invite to a single client If you want to invite one specific client, you can do it directly from their contact detail page. - Go to the **Contacts** page and click the client's name to open their detail page. - Find the account status field — it will show **No Account** or **Expired** if they haven't been invited or need a new invite. - Click **Send Invite** next to their account status. - The client will receive an invitation email immediately. ![step2-invite-single-client](https://help.harness.co/hs-fs/hubfs/step2-invite-single-client.png?width=670&height=340&name=step2-invite-single-client.png) ### Step 3: Resend an expired or pending invitation If a client's invite has expired or they haven't acted on it yet, resending is quick. - **From the Contacts page:** select the contact and click **Invite** — the same process as sending a new invite. - **From the contact's detail page:** click **Resend** next to their account status. - A new invitation email will be sent and the 7-day expiry window resets. 💡 **Note:** Invites expire after 7 days as a security measure — this prevents unauthorized access if an invite lands in the wrong hands. Always resend if a client misses the window. ![step3-resend-invitation](https://help.harness.co/hs-fs/hubfs/step3-resend-invitation.png?width=670&height=364&name=step3-resend-invitation.png) ### Send Invites in Bulk To quickly reach all clients who need an invitation at once, use the filter on the Contacts page to filter by **Expired** and **No Account** statuses — then hit **Select All** and click **Invite** to send in one action. ![bulk-a-filter-expired-no-account](https://help.harness.co/hs-fs/hubfs/bulk-a-filter-expired-no-account.png?width=670&height=532&name=bulk-a-filter-expired-no-account.png) ![bulk-b-select-all-and-invite](https://help.harness.co/hs-fs/hubfs/bulk-b-select-all-and-invite.png?width=670&height=302&name=bulk-b-select-all-and-invite.png) ### Common Questions ### What if the client didn't receive the invitation email? - Ask the client to search their inbox for "Harness" or "noreply@harnesswealth" — the email comes from that address. - Check the spam or promotions folder — invitation emails can occasionally be filtered. - If the email still can't be found, check whether their company or email provider may be blocking it, and confirm that the correct email address is linked to the contact in the portal. - You can also share the direct link with them by clicking the 3 dots to the right of the name and copying the invite link to share in an email. ![faq-copy-invite-link](https://help.harness.co/hs-fs/hubfs/faq-copy-invite-link.png?width=670&height=111&name=faq-copy-invite-link.png) ### Can I customize the invitation email? Not at this time — invitations are standard and cannot be customized. All clients receive the same Harness invitation email. ### Video Walkthrough   - [Advisory](https://help.harness.co/advisory?hsLang=en) - [Foundation](https://help.harness.co/foundation?hsLang=en) [![powerde\_by\_harness\_2x](https://help.harness.co/hs-fs/hubfs/powerde_by_harness_2x.png?width=124&height=39&name=powerde_by_harness_2x.png "powerde_by_harness_2x")](http://harnesswealth.com) Copyright © 2026, Harness