Email preview

The private client invitation

Sample data, real markup — this is exactly what goes out from the invite action. Sent through Resend as Fire Safety Tactics <team@shiftlinked.com>, so it reaches an address that isn't registered yet.

FromFire Safety Tactics <team@shiftlinked.com>
ToDana Whitfield <client@example.com>
SubjectWelcome to Fire Safety Tactics — Your Client Portal

Fire Safety Tactics

Welcome, Dana Whitfield.

Your dedicated client portal for Meridian Tower Group is ready. Sign in to confirm your company details and your portal will be activated — you'll then be able to review your security program schedule, coordinate with your assigned guard team, message your account manager, and access reports and certificates of insurance.

Click the button below to set your password and access your portal. If you already have an account, you'll be asked to sign in instead.

Access Client Portal

Questions? Reply to this email or call (646) 222-3536.

Where the button leads

The link opens /CorporatePortal — the portal setup screen, where they confirm company details and become the team admin. The invitation email itself doesn't create the account; the portal or onboarding screen does that once they sign in.

A separate platform invite email with the password set-up link is sent when you press Send Invite in Client Invites. That one is written by the platform, so its wording can't be edited here.

See the company details screen the client fills in

Preview only — nothing is sent from this screen.