Client Portal and Client Access

Give clients their own logins, choose what they see, brand the portal and send monthly reports.

• What the client portal shows your clients

  Your clients get their own branded portal with Search Console, GA4, map-pack rankings, Google Ads, backlinks, the work you did and a Media tab for their photos.

• How to invite people from a client's business

  Give each person at a client's business their own portal login, then resend invites, send password resets, turn access off or remove people.

• Client permissions explained

  Choose which sites each client person can reach and what they can do there, from viewing reports to editing, publishing and connecting their own tools.

• How to choose what each client sees in the portal

  Pick a dashboard layout, then switch individual portal items on or off per client. Hidden items are left out of the portal and the monthly email.

• Client approvals

  Have a client approve Google Business Profile work, blog posts, social posts and press releases before they go out. They approve, decline or ask for edits in their portal's Approvals tab.

• How the monthly overview email works

  Each billing period, client people with the Stats report permission get a branded email summing up their results and the work you did. Preview it or send yourself a test.

• Client approval of social posts

  Have a client approve, decline or ask for edits on their social posts in the portal's Approvals tab before you post them. Off by default, turned on per client in Client approvals.

• How to white-label the editor and client portal

  Put your agency's name, logo, colors, favicon and sharing card on the site builder and client-facing pages, and hide "Powered by ContentForge".

• Client approval of press releases

  Have a client approve, decline or ask for edits on a press release in the portal's Approvals tab before it goes out. Off by default, turned on per client in Client approvals.

• How to set up your client domain

  Put one domain of yours, such as portal.youragency.com, on everything you send to clients, including the portal, invites, reports and upload links.

• How to use Site Comments

  Pin comments to any part of a page in the editor so your team and your client can give feedback, reply and resolve it in one place.

• How to view the portal as your client

  Open a client's portal exactly as they see it, either the client's dashboard as a whole or one person's view with their own sites and permissions.

• How to sign in to your client portal

  For clients - accept your agency's invite, set a password, sign in, reset a forgotten password and fix the messages you might see on the portal sign-in pages.

• How clients see and reply to Google reviews in the portal

  Show a client their Google Business Profile reviews in the portal, and let chosen people reply, edit or delete replies that go straight to Google.

• Your clients' dashboard in the Business Hub app

  Clients can see their dashboard in the Business Hub phone app with their portal sign-in — stats, approvals, work done and notifications — exactly what their portal shows them. Switch it off for everyone or per client.

• Two-step verification in the client portal

  For clients - turn on two-step verification for your portal sign-in, enter your code, use a recovery code if you lose your phone, and what to do when your agency requires it.