Overview, Analytics, Campaigns and Calendar
What is happening with their brand: the numbers of the month, what is running and what lands next week.
Client portal
A portal
for every client
Each client signs in with their own account and sees only theirs. You see it at once.
From the invitation email to the portal
From Client access you sign up the person you actually talk to. They come in with their own account, not with yours.
The lead at the client gives the rest of their team access from the Team row, without asking you for it.
What they approve, what they ask and what they upload turns up in your workspace the same instant. There is no export in between.
What the client sees
Who it is for
Agencies
Common questions
Do my clients need an account?
Yes. You invite them by email from Client access and they come in with their own account. It is what puts a name on every decision.
Can a client see my other clients?
No. Each portal shows only what belongs to that client: their brands, their pieces, their files and their invoices.
Can the client connect their own networks?
Yes, from the Connections row of their portal. It is the recommended way to connect an account, because nobody has to share credentials with anybody.
Give access to
your first client
Create the client, invite the person you talk to and send them a piece to approve.