# How to give access and rights to Client and Carrier portal and send Invitation for Access

<div id="bkmrk-"></div><p class="callout info">The customer portal can be activated from the customer profile.</p>

1. Open **Lists** in the top navigation bar.
2. Select **Partners**.
3. Click **All Partners**.

[![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/CEtimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/CEtimage.png)

4\. Find the required partner.  
5\. Click the **Edit** icon . [![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/ePTimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/ePTimage.png) to open the partner profile.

[![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/k9Oimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/k9Oimage.png)

6\. Select the manager you want to grant portal access to, then click the **Edit** icon [![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/ePTimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/ePTimage.png) to open contact.

 [![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/RCeimage.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/RCeimage.png)

7\. Switch from **Basic data** to the **Clients &amp; Carriers Portal access** section to give **Access granted.**  
8\. Review and click **![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/DCEimage.png)** **Send invitation** to Client contact person.

[![image.png](https://help.cloudex.app/uploads/images/gallery/2026-07/scaled-1680-/sv8image.png)](https://help.cloudex.app/uploads/images/gallery/2026-07/sv8image.png)