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This guide explains how to invite clients to your customer portal so they can sign in and start managing their trips, passengers, and invoices.
This feature requires administrator or workspace owner permissions. Changes made here affect all users in your workspace.
Who should read this: Workspace administrators, operations managers, and dispatchers who onboard new clients.Prerequisites: Admin, Account Owner, or Dispatcher role. The customer portal must be enabled (see Set Up the Customer Portal).

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How portal invitations work

Portal invitations use magic link authentication. When you invite a client:
  1. PlaneConnection sends an email to the client with a secure login link.
  2. The client clicks the link to access the portal — no password required.
  3. For subsequent visits, the client enters their email on the portal login page and receives a new magic link each time.
Magic links expire after a set period and can only be used once, providing security without the friction of password management.

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Send an invitation

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Go to Settings > Portal > Clients. This page lists all current portal users and pending invitations.
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Click Invite Client
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Click the Invite Client button at the top of the page.
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Enter client details
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Fill in the following fields:
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FieldDescriptionEmailThe client’s email address. This is their portal login identity.NameThe client’s full name.RoleSelect Owner, Charter Client, or Customer.CompanyThe client’s company name (optional).
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Send the invitation
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Click Send Invite. The client receives an email with a link to access your portal.

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Manage pending invitations

On the Settings > Portal > Clients page, pending invitations show a Pending badge. You can:
  • Resend — send the invitation email again if the client did not receive it or the link expired.
  • Revoke — cancel the invitation before the client accepts it.

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Verify client access

After a client accepts their invitation and signs in:
  1. Their status changes from Pending to Active on the clients page.
  2. They appear in the portal’s active user list.
  3. They can immediately access trips, passengers, invoices, and messaging features based on their assigned role.
Send a personal email alongside the portal invitation to explain what the portal is and what the client can do with it. First-time clients appreciate a brief walkthrough of the key features.

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Bulk invitations

If you have many clients to onboard at once, you can invite multiple clients by repeating the invitation process for each email address. Each invitation is sent individually.
Each email address can only have one active portal invitation or account per workspace. If a client already has access, sending a new invitation will fail with a duplicate email error.

Set Up the Customer Portal

Enable and configure the portal before inviting clients.

Manage Portal Passengers

Help clients manage their passenger directories.

Portal Features Reference

Complete list of features available to portal users.
Last modified on April 11, 2026