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Add magic link to contact record for onboarding

Your user records lack magic links, leaving onboarding coordinators without login context. Attaching links to contact profiles gives coordinators immediate access for same-day setup.

Add magic link to contact record for onboarding

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Overview

If magic links sit disconnected in your user database, onboarding coordinators waste time chasing access and account setup stalls. This flow pulls the link into the contact profile so coordinators have immediate access for same-day setup and outreach.

Add magic link to contact record for onboarding