Clients
Regenerate a client's portal link
Admins & staff
Replace a client's portal link with a new one, so the old link stops working.
Where:SidebarClientsClient nameClient Portal Link
- Select Clients in the sidebar, then select the client.
- Select Client Portal Link to open it.
- Select Regenerate.
- In Regenerate Portal Link?, select Regenerate.
- Hydi shows Token regenerated. Select the copy icon beside the link, then share the new link with the client.
Good to know
- Use this when the link has been shared by mistake or sent to the wrong person.
- The old link stops working once you confirm, and anyone still using it needs the new one.
- Hydi does not send the new link to the client for you.
Related
- Send a client a reminder nowSend a client one reminder about all their outstanding tasks, without waiting for the next scheduled one.
- See a client's tasks, documents and formsOpen a client to see their tasks, the files they uploaded and the forms they submitted.
- See what a client sees when their link stops workingFind out why a client's portal link shows an error, and how to get them back in.
- See what a client sees in their portalFind out what a client sees when they open their private link, so you can answer their questions.