"Magic Link" Login

What is "Magic Link" Login?

Magic Link is an easy way to log into the platform without having to enter your password.

Maybe you have Clients who are not very tech-savvy and have a hard time remembering passwords, or just flat-out refuse to "have another place to log in to".

Magic Link Login is available to all users, Staff or Contacts.

IMPORTANT: By enabling this setting, you acknowledge that HIPAA compliance cannot be guaranteed. If you are working with sensitive information that is required by law to be privacy compliant, you should NOT enable this setting.


How do I turn on Magic Link?

To get started, navigate to Flyout Menu > Custom URL & Login.

In the Magic Login section, toggle the option to ON.

When you enable Magic Link, fields will appear in which you can control how long, or for how many clicks the generated link will remain valid.

TIP: Generally, greater numbers in these fields make it easier for your users, but at the cost of a reduction in security. Please proceed with caution.


How does Magic Link work?

When enabled, your users will see an option to use Magic Link on your custom login page.


Click this link, and you'll be asked to enter your email address.

Once entered, you will instantly receive an email address with a button to log in.

Click this button and you will be instantly logged in!

And that's it

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