---
title: Making a Client Contact a Portal User (Casestream Connect)
description: "There are two parts to setting a client contact for the portal, the first is to send them a portal invite, and the second is to assign a client or clients to their portal user. **Important note**: Client Contacts must…"
url: "https://docs.youthcenter.net/docs/making-a-client-contact-a-portal-user/"
updated: "2026-09-28"
category: CaseStream Connect Portal
tags:
  - Client Contacts
---

# Making a Client Contact a Portal User (Casestream Connect)

There are two parts to setting a client contact for the portal, the first is to send them a portal invite, and the second is to assign a client or clients to their portal user.

**Important note**: Client Contacts must have an email address on record in order to access the portal.

## **Setting up a client contact**

If you are already on the client contact page, select the contact you wish to invite to the portal by clicking on their name to enter the detail view.

![Contacts and Relationships page for a sample client showing contact cards for the client's Father and Mother, with the Mother's name showing as a clickable link to enter the detail view](https://docs.youthcenter.net/wp-content/uploads/2023/08/client-contact-view-details-1024x417.jpg)

Then, press the blue Send Invite button in the Portal Access section.

![Client Contact detail view for a sample client's contact showing the relationship type and a Portal Access section, with a red arrow graphic pointing to the Send Invite button](https://docs.youthcenter.net/wp-content/uploads/2023/08/Invite-client-contact-to-portal-button-1024x619.jpg)

The client contact will receive an email inviting them to the portal. The Portal Access will then change to show that they have an invite pending as well as who invited them.

![Portal Access section showing a Pending login status, who sent the invite and when, and a Resend Invite button](https://docs.youthcenter.net/wp-content/uploads/2023/08/image.png)

If their email is incorrect, you can update the email and resend the portal invitation via the Resend Invite button. If desired, you can also cancel an invitation by selecting the carrot menu and selecting Disable Portal Access.

![Sample CaseStream Connect portal invitation email showing the invite message, login instructions, an Access CaseStream Connect link, and the invitation expiration date, with the email address and password fields blurred out](https://docs.youthcenter.net/wp-content/uploads/2023/08/CaseStreamConnect-Demo-Invite-1024x363.jpg)

## **Adding a portal user to a client**

Once a client contact has a portal account, you can then add them to clients. From the client contact page select the carrot menu button to the right of the contact you wish to edit. Select Edit this Relationship.

![Client Contact card with its carrot menu open, showing Edit this Relationship and Delete this Relationship options, with red arrow graphics pointing to the carrot menu icon and the Edit this Relationship option](https://docs.youthcenter.net/wp-content/uploads/2023/08/image-2.png)

In the edit screen, select the Can View in Portal checkbox and then press save.

![Edit Relationship form showing Relationship Type, Is Guardian, Send Notice, Is Active, and Relationship Notes fields alongside Visitor Status and Can View in Portal fields, with a red arrow graphic pointing to the Can View in Portal checkbox](https://docs.youthcenter.net/wp-content/uploads/2023/08/image-3-1024x548.png)

By default, the user will be able to see limited information about the primary team member and team supervisor.

For a brief review of the portal see a brief video shared [here](https://www.youthcenter.net/2023/12/new-feature-casestream-connect-portal/).

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