Client Portals
Client Portals
Give clients a read-only view of their brand data without a login.
Client Portals generate a unique URL that gives a client read-only access to their brand dashboard, reports, and intelligence without requiring them to log in. You control which brands and modules are visible. The portal can be branded with your agency or the client's logo.
A portal is created manually. Once created, the link is permanent and can be revoked at any time. The portal always shows live data — it refreshes automatically just like the main dashboard.
Go to Settings → Client Portals and click 'Create Portal'.
Select the client brand(s) to include in this portal.
Choose which modules to expose (e.g. Dashboard + Reports only).
Set branding (logo, primary colour).
Copy the portal URL and send it to your client.
Revoke access at any time by disabling the portal.
Clients want visibility without the complexity of a full tool. Portals give them a real-time window into their campaign performance that reinforces your agency's value — presented in their own branding.
- Create a separate portal per client — never share one portal URL with multiple clients.
- Use the portal as a live screen during client review meetings instead of static slides.
- Portal links do not expire — revoke them manually when a client relationship ends.