Clients

How to Add Contacts and Give Clients Portal Access in Lyniro

Everything about managing your client relationships in Lyniro — from adding contacts to portal access.

Adding Contacts

How to add client contacts to a plan.

How do I add a contact to a plan?
1
Open any plan
2
Click the Contacts tab
3
Click Add contact
4
Enter the contact's name (required), email address, phone, and role (e.g. "Project Manager", "IT Lead")
5
Toggle Primary contact on if this is the main person
6
Click Save

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What does "Primary contact" mean?

The primary contact is the main person who receives task emails. When you click Send task email on a client task, it goes to the primary contact's email address.

If no contact is marked as primary, the email goes to the first contact with an email address.

💡 Tip: For accounts with multiple stakeholders, set the person managing the implementation as Primary contact. Add their manager as a second contact.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Can I add multiple contacts to one plan?

Yes — you can add as many contacts as needed. Common examples:

  • Primary contact: the project owner doing the actual onboarding work
  • IT contact: the person who handles technical setup tasks like SSO
  • Executive sponsor: the decision maker who signed off on the purchase

Each contact can be granted portal access separately.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

How do I edit or delete a contact?

In the Contacts tab:

  • Edit: click the pencil icon on the contact card → make changes → Save
  • Delete: click the trash icon → confirm in the dialog

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Client Portal Access

Give clients access to their onboarding portal.

How do I give a client access to their portal?
1
Open any plan → click the Contacts tab
2
Find the contact you want to give access to
3
Click Grant portal access
4
Lyniro sends them a magic link email immediately
5
They click the link and land directly on their onboarding plan — no password needed

💡 Tip: The magic link expires after 24 hours. If they miss it, you can send another by clicking "Grant portal access" again.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What does the client see in their portal?

The client portal shows:

  • Their pending tasks — only tasks assigned to them, with Complete and Report Blocked buttons
  • Their overall onboarding progress bar
  • Resources you have shared (links, videos, files)
  • Notes you have marked as "shared with client"

The portal does not show: internal notes, health scores, vendor tasks, or other customers' data.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What if the magic link expires before the client clicks it?
1
Go to the plan → Contacts tab
2
Find the client's contact card
3
Click Grant portal access again
4
A new magic link email is sent with a fresh 24-hour expiry

Alternatively, send your client the Customer Login URL: app.lyniro.com/customer-login. They enter their email, receive a new magic link, and log in.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Can multiple people from the client's company use the portal?

Yes. Add each person as a separate contact and click Grant portal access for each one. Each person receives their own magic link and sees the same plan portal.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Can I share a quick link to the client portal?
1
Open any plan
2
Click the Share portal button (link icon) in the plan header
3
The client portal login URL is copied to your clipboard
4
Send this URL to your client — they enter their email to get a magic link

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Resources for Clients

Share files, videos, and links through the portal.

How do I add resources for a client to see?
1
Open any plan
2
Click the Resources tab
3
Click Add resource
4
Enter a title for the resource
5
Select the type: Link, Video (YouTube/Loom), or File
6
Paste the URL
7
Optionally add a description
8
Click Save

Resources appear in the client's portal under "Resources from [your company name]".

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Can I attach a file to a specific task?
1
Add or edit a task in the Tasks tab
2
In the task editor, find the Attachment field
3
Paste the URL of the file (hosted anywhere — Google Drive, Dropbox, etc.)
4
Save the task

When the client receives the task email, the attachment link is included in the email body.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Still need help?

Our team responds within 24 hours on business days. For urgent issues, mark your subject [URGENT].

Email help@lyniro.com