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Publishing a document and giving a person access are two different actions. Publishing puts a file in a portal; inviting is what lets someone open it. Until you invite somebody, a portal is a page only your firm can see. This is the step everything else depends on, and you only do it once per person.
Have the client’s email address in hand before you start. You do not create a password for them, and they do not create one either.

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Invite someone

1

Open that client's portal

Select Portals from the product switcher. The list shows every client entity that has a portal — click the one you want. If you’re already inside a different portal, ← All portals takes you back.
2

Find “Invite a client by email”

It sits in the CLIENT PORTAL card at the top of the page, directly under the client entity’s name.
3

Type the email address

One address at a time. Two people at the same client? Send the first invite, then repeat for the second.
4

Click Send invite

Denari emails them an invitation that sets up their account. An Invitation sent toast confirms it.
5

Confirm it landed in Admin › Clients

The Clients tab lists everyone you’ve invited and whether they’ve signed in yet. See Check who has access below.
A client portal page. The invite-by-email field sits in the top card directly under the client entity name, above the published documents.

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How signing in works

There are no passwords, ever.
  • The invitation is one-time, and its only job is to create the account.
  • Every sign-in after that emails a fresh code which the client enters to get in.
So clients need access to their inbox each time they visit, but there is never a password to forget, reset, or store. Nothing for your firm to manage either.
If a client says they can’t get in, the answer is almost always their inbox — a code that went to spam, or an address that forwards somewhere they don’t check. Confirm the address in Admin › Clients before re-sending anything.

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What the invite does and doesn’t do

That last row matters: an invite is the only email Denari sends on its own. Publishing a document or creating a request does not notify anyone. If something is urgent, tell the client yourself.

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One person, several entities

A single client login can span several businesses. If the person you’re inviting needs more than one entity — say they run two of a client group’s companies — invite them from each entity’s portal in turn, using the same email address each time. Their access accumulates. Admin › Clients then lists all of their entities on one row, and when they sign in they see one page covering everything, with chips at the top to filter to a single business. See Clients across multiple portals.
Re-inviting somebody who already has access is safe. They’re granted the new entity, and Denari does not stack a second invitation on top of a pending one — you’ll see Client already had access instead of Invitation sent.

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Check who has access

Go to Admin › Clients. The tab appears once your firm has Portals enabled, and lists every external person your firm has invited: The Clients tab in Admin, listing invited portal clients with their email, the client entities they can access, and whether their invite is pending or accepted. Invite status is the one to read. It stays Invite pending until they sign in for the first time, then flips to Accepted. Invite expired means the invitation lapsed before they used it and needs re-sending. The row’s ⋯ menu holds two actions:
  • Edit name — clients are created with just the front of their email address as a name, so this is worth doing for anyone you’ll be looking up later.
  • Resend invitation — only offered when they haven’t accepted yet. Denari won’t stack invitations, so if one is still pending you’ll see An invitation is already pending rather than a second email going out.
One email address maps to exactly one role. An address already used by a staff member at your firm, or by a client of a different firm, is refused with That email already belongs to another account. Use a different address for their portal access.

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Next

Publish a document

Put something in the portal for them to find.

What the client sees

The page they land on after signing in.