Invite each adult to the client portal with that person's own signup link. Open Profile → Household or the Invite clients step in Plan Setup, choose Invite for the adult, select how the person should start, and choose Copy Invite Link. Send the copied link through your normal email or messaging workflow; Kerdora does not send the invitation for you.
Prepare the portal before inviting
You can invite a client before the plan is complete, but decide what first experience you want.
Before using Straight to Guides, confirm that:
at least one appropriate Guide is client-visible;
the intended Guide is set as the client default;
the Guide has been previewed with the current data;
client-visible notes, Changes, and Tasks are deliberate; and
no draft explanation is exposed accidentally.
Use Guided Onboarding when the client should provide information before reviewing the Guide.
Create the invitation
Open the client.
Go to Profile → Household, or continue to Invite clients in Plan Setup.
Find the adult who needs portal access.
Choose Invite.
Select Guided Onboarding or Straight to Guides.
If you select Guided Onboarding, choose Upload Only or AI Extract for document handling.
Choose Copy Invite Link.
Paste the link into the message you send to that specific person.
The onboarding and document selections are saved for that household member when you copy the link.
Choose the starting experience
Guided Onboarding
Guided Onboarding gives the person a step-by-step client setup experience.
Upload Only lets the client submit documents without running extraction.
AI Extract lets uploaded material enter the extraction experience so proposed information can be reviewed and applied.
Choose the mode that matches your firm's process and the client material. Extraction can reduce manual work, but proposed records still require review.
Straight to Guides
Straight to Guides skips onboarding and takes the client to the portal Guide experience. Use it when you have already collected the relevant data and want the client to begin with the deliverable.
The portal calls delivered Guide content Overview. If the person signs in and sees no useful Overview, check Guide visibility and the default Guide on the advisor side.
Invite each adult separately
Portal access belongs to an adult entity, not only to the household. A couple should normally receive two separate links and create separate logins. Both logins can access the same household portal, subject to the product's household permissions.
Do not forward one person's completed signup credentials to another adult. Return to Household and use the correct person's Invite control.
If no adults appear in the invite step, add the adults in Profile Household first. Children, businesses, and trusts do not receive adult portal invitations from this list.
What clients can access
The current portal navigation includes:
Overview for visible Guides;
Profile for the client-facing profile experience;
Documents for file upload and organization;
Tasks for client-assigned work;
Spending for the client spending experience; and
Investments for client-facing investment information.
Clients do not receive the advisor's Office, Financials, full Planning workspace, Visualize, Guide editor, or Dora conversations. They cannot edit Goal assumptions or approve advisor-side Dora proposals.
Check invitation status
The portal-access row shows whether the person is linked. Before signup, the person can appear as Not linked. After access is created, the row shows the linked email.
If invite links cannot be loaded, use Retry. If one household member's link is unavailable, check that person's record rather than assuming every adult is blocked.
Revoke access
Use Revoke on the linked person's portal-access row when that person should no longer have access. Kerdora asks you to confirm the action.
Revoking access is a material permission change. Confirm the exact adult and the client relationship before proceeding. Revocation does not delete the household's financial data.
Troubleshoot a client who cannot get in
Confirm the link belongs to the correct adult.
Return to the invite surface and copy the current signup link again.
Confirm that the person's access has not already been linked or revoked.
Ask the client to use the most recent link and the intended email address.
If the link cannot be loaded, use Retry and confirm the adult record is complete.
If access still fails, contact Kerdora Support with the client and adult name, the approximate time, and the error shown. Do not send passwords or account credentials.
If the client can sign in but sees the wrong Guide, correct Guide visibility and the default Guide rather than creating another portal account.