Automatic B2B Portal Invitation Emails

When portal access is provisioned for a contact, Luminous can automatically send them a secure invitation email — no manual follow-up needed.

When is the email sent?

An invitation email is sent automatically whenever a portal password is set through either of the following paths:

  • Add New Client Contact — filling in the password field in the CRM contact form
  • Reset Password — using the three-dot (⋮) menu on a contact row and selecting Reset Password
  • External API — creating or updating a contact with a password via the API

What does the contact receive?

The contact receives an email with a secure link valid for 72 hours. Clicking the link takes them to your B2B Portal where they can confirm their credentials and log in for the first time. The longer window (compared to a standard password-reset email) gives new contacts adequate time to open the email and complete onboarding.

What if the contact doesn't receive the email?

Check the following:

  1. Portal URL configured — The email is only sent if your account has a B2B Portal URL set up. If no portal URL is on file, the system skips the send silently. Contact support if you're unsure whether your portal URL is configured.
  2. Spam / junk folder — Ask the contact to check there.
  3. Correct email address — Verify the email on the contact record in the CRM matches what the contact expects.
  4. Link expired — If the 72-hour window has passed, re-set the password using the Reset Password action to trigger a fresh invitation email.

Is the password visible on screen when I add a contact?

No. The password field in the Add New Client Contact form is masked (shown as dots), so credentials are not exposed while you type.

Still need to notify manually?

If a contact does not receive the automated email, you can still inform them of their login details directly. Their email address serves as their username, and you set the password through the Reset Password action. See How to Give Access to New and Existing Clients to the B2B Portal for step-by-step instructions.