Product guides
Client portal basics
Let clients review assets and approvals without a full agency seat.
What the portal is for
Give clients a focused place to review campaigns, leave feedback, and approve sends — without inviting them as full agency users.
Typical flow
- Agency enables portal access for the client (Settings / client detail).
- Client receives a magic link or portal invite.
- They review the asset and approve or request changes.
- Agency sees status update in Approvals and on the campaign.
For shareable metrics packs (not live editing), prefer client report links.