Invite a party to the case portal

Inviting a party to the portal is done from the case’s Parties tab (if your plan and case type enable portal access).

Before you start

• Ensure the case has a party with an email address
• Portal invite behaviour (default expiry and email sending) is configured per case type by admins

Generate a share code

1. Open the case and go to Parties
2. Find the party you want to invite
3. Select Get Share Code
4. Choose an expiry (for example 7/30/90/180/365 days, or no expiry) if your case type allows overrides
5. Optionally choose Send an invite via email? if available
6. Select Get Share Code

The share code can be copied and sent to the party.