Help Center

What Are SSO Magic Links?

SSO (Single Sign-On) Magic Links are unique, secure URLs that allow your clients to instantly access a specific application within their client portal. When a contact clicks their personalized link, they are automatically logged in and directed straight to the designated app, such as a course library, community forum, or affiliate dashboard, without needing to enter a username or password.

Benefits of Using Magic Links

Implementing Magic Links for your client portal offers several key advantages:

Streamlined Access: Clients gain one-click entry to their apps, removing login friction.
Faster Onboarding: New users can start using portal features immediately.
Reduced Support Load: Minimizes issues related to forgotten passwords.
Enhanced User Experience: Provides a direct and professional navigation path.
Ideal for Multiple Apps: Perfect for portals offering several apps like Courses, Communities, and Affiliates.
Increased Engagement: Easy access encourages more frequent use of the portal.

How to Generate a Magic Link

You can create a Magic Link from the Client Portal dashboard to share with a specific contact.

Access the Client Portal Dashboard

Navigate to the Sites tab from the main menu, then click the Client Portal dropdown at the top and select Dashboard.

Generate the Link

In the Actions panel, click the Generate button next to the "Generate Magic Link" option.

Configure the Link

For a link intended to be used in the portal's navigation menu, select Custom Menu as the Magic Link type.
Use the Select App dropdown to choose the destination app (e.g., Courses, Affiliates, or Communities).

Create and Copy the Link

Click the Generate button to create the URL. Once generated, click the copy icon to save the link to your clipboard. You can now paste this link into emails or use it to create a custom menu item.

To embed a Magic Link directly into the client portal's sidebar for easy access, follow these steps.

Switch to Agency View

From your sub-account dashboard, click the dropdown next to the account name and select Switch to Agency View.

Access Agency Settings

Scroll to the bottom of the left sidebar and click on Settings.

Within the Settings panel, scroll down and click on Custom Menu Links.

Create a New Link

Click the + Create New button in the top-right corner.

Link Icon: Enter an icon identifier.
Link Title: Provide a name for the menu item.
URL: Paste the Magic Link you generated.
Link Behavior: Choose whether the link opens in the current window, a new tab, or as an embedded iFrame.
Sidebar Visibility: Select if the link appears in the Agency sidebar, Sub-Account sidebar, or both.
Select Sub-Accounts: Choose which sub-accounts will display this menu link.
Role-Based Visibility: Set which user roles (e.g., Admin, User) can see the link.
Permissions (Optional): Enable microphone and camera access if required by the linked content.

Save the Link

After configuring all settings, click Save. The Magic Link will now appear as a menu item in the designated sidebars.

Frequently Asked Questions

Which client portal apps support Magic Links?

Magic Links are compatible with the Courses, Communities, and Affiliates apps.

Are Magic Links secure?

Yes. Each link is uniquely generated for a specific contact and application, ensuring secure and appropriate access.

Can I use Magic Links in automated emails or workflows?

Yes, you can insert a Magic Link into automated messages, such as onboarding emails, to provide direct access.

Enable One-Click Access to Client Portal Apps with SSO Magic Links