FinDash Docs ยท Reviewed 2026-08-09
Inviting Clients to Log In
Send a secure activation link from the client row after their FinDash account is ready.
Confirm the client has a login account
Use this workflow only after the person has a full FinDash account with a valid email. A CRM-only contact has no login to activate, so convert or create the account before looking for invite actions.
Open the correct client row
Open Contacts from the top navigation and search for the client. Confirm the name and email on the row. Invitations are account-specific, so do not use another household member's row.
Find the Actions menu
The Contacts table can be wider than the screen. Scroll horizontally to the far-right Actions column and click the three-dot menu on the client row.
Review and send the activation email
Choose Send Email Invite. FinDash generates a personalized setup link and opens the email composer; review the recipient, subject, and message before sending. The link is valid for 30 days. For an activated account, the action is labeled Resend Email Invite.
Use Show Invite Details for manual delivery
Choose Show Invite Details to display the login email, secure password-setup link, and copyable message. This is useful when the advisor needs to deliver the link another approved way. Opening the details does not send an email.
Understand what the client receives
The client uses the secure link to set up or refresh their password, then signs in with the email shown in the invite. Creating a client or household login earlier in the workflow does not itself send this message.
If the actions are missing
Confirm that you are signed in as a firm user, are not in client-view mode, have edit access, selected someone other than your own account, and the row has a valid email. Also confirm the record is a full FinDash account rather than a CRM-only contact.
Step by step
- Go to Contacts: Open Contacts from the top navigation.
- Confirm the row: Search for the client and verify the name and login email.
- Scroll to Actions: Move to the far-right Actions column.
- Open the three-dot menu: Use the menu on that client's row.
- Choose Send Email Invite: For an activated login, choose Resend Email Invite instead.
- Review and send: Confirm the recipient and message in the email composer, then send.
- Use details only when needed: Choose Show Invite Details to copy the link or message without sending an email.
Open this guide in FinDash Docs