Once you add a Client, they will be sent an invitation link to their Dashboard. If you would like to send a link in your own message, you can generate a link from the Client's Dashboard by:
- Clicking the triple dots
- Selecting "Client Token"
- You can click cancel to use the link in a message or "OK" to preview their Dashboard
- WARNING: Any activities made with this link will appear as the Client in your activity log. If you want to impersonate the client and not have it appear in the log, then use the "Dashboard" option in the triple dots.
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