Skip to the screen
Client portals — a look inside A drawing. Nobody in it is real. X3 of 41 Not built

You’re walking asMaria Reyes, who runs AtlanticaAtlantica’s own screens — the inside

Act X · The edges

No email on record

The firm’s screen when an invitation cannot be sent, and what to do instead of typing one in

AtlanticaSet up · Portals · People

There is no address on Tomas Vega’s record

So there is nothing to send an invitation to. There is deliberately no box here to type one into.

Add it to the record first
What to notice in this drawing
Why there is no box on this screenThe rule that makes invitations safe

An invitation goes only to an address a record already holds. The moment a screen lets somebody type an address in, an invitation to a firm’s data is one typo away from a stranger. So the fix is to correct the record, which is a deliberate act on the record itself.