Inviting clients to their branded portal

Learn how to invite client contacts, marketing leads, and external stakeholders into their dedicated workspace portal.

Prerequisites

Before sending an invitation:

1. You must be an Owner or Manager in your MyContentLab organization.
2. The target client workspace must have at least one active channel connection or initial KPI targets configured.
3. (Recommended) Configure your White-Label Branding (logo, colors, and custom domain) in Settings → White-Label so invitations arrive with your agency header.

Step-by-step invitation walkthrough

Step 1: Open client workspace settings

1. Navigate to the desired client workspace.
2. In the client sidebar, click Settings → Client Access (or click Users from the agency management menu).

Client Workspace → Settings → Client Access → Click "+ Invite Client User"

Step 2: Enter contact details

1. Click + Invite Client User.
2. Enter the stakeholder's details:
   • Full Name: e.g., Sarah Jenkins
   • Email Address: e.g., sarah@clientbrand.com
   • Job Title (Optional): e.g., VP of Marketing

Step 3: Configure section permissions

Select access levels across each module:

• Executive Dashboard: View Only
• Analytics & Channels: View Only (or Hidden)
• Content Lab & Calendar: Interactive (Can approve / reject ideas)
• Creative Video Analysis: View Only
• PDF Reports: View & Download

Step 4: Dispatch invitation

Click Send Invitation. The recipient receives an automated email featuring your agency logo, colors, and custom login link.

Managing pending and active invitations

In the Client Access table, you can:

• Resend Invite: If an invitation email was misplaced or filtered to spam.
• Edit Permissions: Modify section grants in real time without requiring the client to re-login.
• Revoke Access: Immediately terminate a client user's portal access with one click.

Next steps

Related documentation

• Granular permissions matrix — Deep dive into View vs Act permission scopes.
• Client login guide — Shareable manual for end-clients.