Clients and the client portal
Keep accounts in one place and give clients their own live portal.
In this article
Clients keeps each account's contacts, notes and linked sites. Every client can get a branded client portal with their search performance, the work you're doing and their invoices.
What clients see
- Overview: what needs their attention (open invoices, late work, their requests), the main search metrics with a trend chart, top searches and recent activity.
- Performance: their top searches and pages, movers and, on Pro, the site health audit.
- Work: tasks you share with them, and a form to send you requests that land on your task board.
- Billing: invoices and payments you share.
Portal plans
| Plan | Includes |
|---|---|
| Reports | Overview and tasks. |
| Growth | Adds top searches, pages and period comparison. |
| Pro | Adds the full site audit and emailed reports. |
Tip:Use Preview the portal on a client's Portal tab to see exactly what they see before you invite them. Clients sign in with a one-time link, no password.
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