Give clients portal access

The client portal is a separate, simpler app where your client signs in to see their content calendar, review posts and approve them or ask for changes. You give a client access from Clients by sending an invitation to their email.

Invite a client

1. Open Clients and find the client.
2. Click Invite on their row (callout 1).
3. If the client has no email address yet, AgencyOS asks for one in Client email address; type it and click Continue.
4. Check the address and click Send invitation.

The row now shows Invitation sent. Hover over it to see the address it went to.

What happens next

1. The client receives an email from AgencyOS with a link to accept. The link works for 72 hours.
2. They choose a password (or use Google) and finish signing in. See Client sign-in.
3. The row changes to Portal active.

Resend an expired invitation

If the client lost the email or the link expired, click Resend invitation on their row and confirm. They get a fresh link, valid for another 72 hours, and the old link stops working. You can only resend while the invitation is still pending.

What the client can see

• Every Digital Marketing workspace that belongs to the client, including workspaces you create after inviting them.
• Posts you’ve sent them for review, which they can approve or send back with comments. See Send content for client review.
• Their content calendar, media, and the websites, services, renewals and servers you manage for them.

They never see other clients, your team’s tasks or your agency’s settings. For a full tour of what they see, read The client portal.

Removing access

There is no button to remove a client’s portal access yet. If a client should no longer sign in, contact AgencyOS support.