The client portal

Give a client an ongoing view of their own results, under your branding, without exposing anything else in your workspace.

Step-by-step instructions

  1. 1

    Portal address

    Your portal URL is built from your workspace slug, set under Settings → Account.

  2. 2

    Client access

    Invite the client from Settings → Team with the Client Viewer role, which is read-only and scoped to their own data.

  3. 3

    Branding

    On white-label plans the portal carries your agency's branding.

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