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Magic links allow contacts to securely log in to your portal with a single click, with no passwords required. When contacts receive email notifications, these links automatically authenticate them and direct them to relevant content like invoices or contracts. The links expire after three days or one use, whichever comes first, balancing accessibility with security. You can manually distribute magic links through the CRM, Billing, and Contracts applications. We recommend enabling magic links for a more seamless and modern contact experience. Existing authentication methods like Google OAuth or password login remain available. To activate this feature:
  1. Navigate to Settings > Contact Authentication.
  2. Toggle on Enable Magic Links.
  3. All subsequent contact notifications will include magic links.
Magic links are not enabled by default for existing workspaces created before April 9, 2025. Workspaces established after that date have this feature enabled automatically.
From the CRM interface, you can distribute magic links by:
  1. Accessing the CRM page.
  2. Selecting Contacts or Companies.
  3. Opening the target contact’s details or clicking the menu icon.
  4. Choosing Email Magic Link or Copy Magic Link.
Company-level magic links are not available. Links must be sent to individual contacts within a company.
For invoices:
  1. Open the Billing app.
  2. Navigate to the Invoices tab.
  3. Find the relevant invoice.
  4. Click the menu and select Copy payment link.
For pending contracts:
  1. Access the Contracts app.
  2. Locate a pending contract request.
  3. Click the menu and select Copy eSign link.

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What contacts see

Valid, unexpired links take contacts directly to the requested page without requiring login. Expired or previously-used links display a page where contacts can request a fresh link be sent to their email address.