Hello – wondering if a client receive a single-use magic link that provides full access to their account for the first time, are they also asked to set up a username and password so they can continue to access their account in the future too? Or does that need to be a separate setup process?
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Hi @Ryan_Glasgo ! Thank you for reaching out! Magic Links allow clients to securely log in to your portal with a single click—no passwords required. To send a magic link for a form, contract, or invoice, the client would have to be created in the workspace. However, for payment links, they do not need to be created before sending one. They will be prompted to add an email, and then the client will be added to your CRM. If you use direct sign-up, your client can sign up without creating a password, and they will be sent a magic link to log in. They will not have to create a password and can always sign in with a Magic Link. You can find more information about Magic Links in our Copilot Guide here. Please let me know if you have any other questions. I am always here to help! 
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