Client portal overview

The Client Portal gives agencies a dedicated, self-service environment where clients can inspect live performance metrics, review AI content proposals, approve video drafts, and download executive reports.

Key objectives

Traditional agency reporting often relies on static monthly slide decks or scattered email threads. The client portal modernizes this workflow:

• Always-on transparency: Clients can access real-time dashboards 24/7 without requesting manual data exports from your team.
• Controlled visibility: You dictate exactly what each client sees using granular section-level permissions (View, Interact / Act, or Hidden).
• White-label immersion: The entire portal reflects your agency brand identity, custom logo, theme colors, and custom domain (e.g., portal.youragency.com).
• Interactive approval workflows: Enable clients to review, comment on, and approve Content Lab video scripts and ideas directly inside their portal.

┌────────────────────────────────────────────────────────────────────────┐
│                        AGENCY WHITE-LABEL PORTAL                       │
├───────────────────────────────────┬────────────────────────────────────┤
│   BRANDED AGENCY EXPERIENCE       │   ROLE-BASED CLIENT ACCESS         │
│  • Custom domain & SSL            │  • Authenticated client logins     │
│  • Agency logo & custom colors    │  • Passwordless magic share links  │
│  • Zero third-party badging       │  • Granular section permissions    │
├───────────────────────────────────┴────────────────────────────────────┤
│   INTERACTIVE WORKFLOWS: Real-time KPIs · Video approvals · Reports    │
└────────────────────────────────────────────────────────────────────────┘

Two portal access modes

MyContentLab supports two delivery methods to match different client workflows:

1. Authenticated client user accounts

Clients receive an official email invitation to set a password and log in.

• Best for: Retained clients, enterprise accounts, marketing directors, and daily stakeholders.
• Capabilities: Persistent sessions, multi-section access, interactive script approval, and custom notification preferences.

2. Shareable magic links (view-only / lightweight)

Generate responsive, lightweight public links that require no user account or login.

• Best for: Executives, external board members, one-off campaign reviews, and quarterly audits.
• Capabilities: Optional passcode protection, link expiration dates (7, 30, or 90 days), and restricted chart views.

Tenant and data isolation guarantee

• Zero cross-client visibility: Client contacts invited to one client workspace can never see or access another client workspace.
• Agency settings concealment: Connections Hub credentials, API keys, internal billing plans, and wholesale margin data are strictly hidden from all client portal views.

Next steps

Explore client portal setup

• Inviting client users — How to dispatch branded invitations.
• Granular permissions matrix — Configure section-by-section access.
• Shareable report links — Generate passcode-protected view links.
• Client login guide — Step-by-step instructions for end-clients.