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My Clients

Manage your client relationships and track invitations all in one place. This page helps agencies connect with and organize their clients within the Hyvä Portal.

Note

This page is only visible to team managers.

Client Tabs

The My Clients page displays up to three tabs:

  • Existing Clients - Clients who have accepted your invitation and are connected to your agency
  • Suggested Clients - Potential clients you might want to connect with (if available)
  • Pending Invitations - Clients you've invited but haven't yet confirmed the connection

Inviting a Client

Click the "Invite a client" button at the top to open an invitation window. Enter the following information:

  • Company - The client's company name
  • Email - Their email address
  • First Name - Client's first name
  • Last Name - Client's last name
  • Personal Message - An optional message that will be included in the invitation email

Once you send the invitation, the client receives an email with a confirmation link. If they already have a Hyvä Portal account, they can click the link to confirm the connection. If they don't have an account yet, they'll be prompted to create one first.

Benefits of Client Connections

When your clients accept your agency invitation:

  • You and your team members gain access to their licenses
  • Their licenses count towards your partner points, helping you advance in the Hyvä partner program