> ## Documentation Index > Fetch the complete documentation index at: https://visaflo.ca/knowledge-base/llms.txt > Use this file to discover all available pages before exploring further. # Troubleshooting client questionnaire links, access errors, and login confusion > Resolve a client questionnaire access problem by checking the recipient, invitation, case access state, and family-member assignment. ## Start with the recipient and invitation The client questionnaire experience after a recipient opens their secure invitation link. Confirm that the invitation was sent to the email address on the intended client or family-member record. Ask the recipient to open the latest link from the invitation rather than a forwarded or old browser bookmark. If an email is missing, check spam or filtered mail before sending another invite. ## Check the case and form assignment Open the case's **Forms** tab and confirm: * The case is linked to the correct client. * The correct questionnaire or form set is present. * The case status allows the intended client access. * The invitation is associated with the right form or whole-questionnaire workflow. * A spouse or dependant form is assigned to the correct family-member email where applicable. ## Distinguish portal sign-in from questionnaire access Portal magic-link sign-in and a questionnaire invitation are different client-facing routes. A client who can sign in to the portal may still need the correct questionnaire assignment; a questionnaire recipient may not need general portal access for the specific form workflow. Use the link generated for the work you want the client to complete. ## If the page opens but editing is blocked Check whether the case was moved to a status that limits client edits, whether a review or lock state is active, and whether staff have requested a specific correction. Do not change the form structure just to restore access until you have identified the intended client workflow. ## Escalate safely Provide the case ID, recipient email domain only if needed, form or family-member role, invitation time, and the exact error text. Do not share a live invitation URL or unrelated client information in an unapproved support channel. See [Client questionnaires](/knowledge-base/faq/how-to-send-customize-lock-and-review-client-questionnaires) and [Client Portal](/knowledge-base/portal/client-portal).