The client portal

The client portal is a separate, simpler app for your clients. They sign in with their own account, review the posts you send them, follow their content calendar and check the websites, domains and servers you manage for them. Use this page to explain the portal to a client, or to know what they see before you send something.

Clients get in through an invitation you send from Clients. See Give clients portal access.

Around the portal

• Agency name at the top left. The portal shows your agency’s name (or the workspace’s branding), so the client knows who they are working with.
• Workspace (callout 1). The portal shows one Digital Marketing workspace at a time. A client with more than one workspace picks it from this menu, and the portal remembers the choice on that browser.
• Menu: Home, Posts (callout 2), Content calendar, the Domains & Infra group and Settings. On a phone the menu opens from the button at the top left.
• Top right: the light/dark theme switch and the notifications bell (callout 5).
• Bottom left: the client’s name and Sign out.

Home

Home greets the client and shows what needs them:

• Status counts (callout 3): Needs Review, Scheduled, Approved and Changes Requested for the selected workspace.
• Shortcuts to Posts and Calendar.
• Posts to Review (callout 4): the first three posts waiting for the client, with a Review button. View all opens the full list.

Post statuses

Clients never see your internal stages. The portal translates them into five simple statuses:

The client sees	What it means
Needs Review	You sent it for client approval (content or final design). The client can approve or ask for changes.
In Progress	Your team is still writing or designing it.
Changes Requested	The client asked for changes and it’s back with your team.
Approved	The client approved it, or it’s ready to schedule or already published.
Scheduled	It has a publish date and is queued.

See Editorial workflow for the stages behind these statuses.

Posts

Posts lists every post you’ve shared with the client, with search and status filters. This is where clients approve content. See How clients approve content.

Content calendar

• Month and Week (callout 1) switch the view. Prev, Today and Next move through time.
• Each day shows a coloured dot per status. The legend (callout 2) explains the colours.
• Clicking a day lists its posts underneath (callout 3), with their platform, time and status. Review or View opens the post.
• Posts without a date appear in an Unscheduled list below the calendar.
• A cross post takes one slot, on the date of its earliest platform.

Times are shown in the workspace’s time zone.

Domains & Infra

The Domains & Infra group shows the websites and services you manage for the client. Everything here is read-only: clients can look, but can’t change anything.

Page	What the client sees
Renewals	Upcoming domain, hosting and server renewal dates, each marked Active, Expiring Soon (within 30 days) or Expired.
Websites & Hosting	A card per website with its hosting plan and SSL certificate. Details opens the full record.
Infrastructure	How each domain, hosting plan, server and provider link together, with the server region, operating system, IP address and expiry dates.

The data comes from Websites & Hosting, Renewals and Infrastructure in AgencyOS. Keep those records up to date, because your client sees them as they are.

Notifications

The bell shows the client’s own notifications, such as a post waiting for their review. Clicking one opens the post. View all opens the full notification history. Clients only ever get notifications about their own content.

Settings

Settings is where the client manages how they sign in: password, Google sign-in and two-factor authentication. See How clients sign in.

What clients never see

• Other clients, or other clients’ workspaces and posts.
• Your team’s internal comments. Only comments marked for the client appear in the portal.
• Your internal stages, tasks, projects, reports, billing and agency settings.
• Costs and prices you record for services.