Share a client portal

Steps

1. Turn on the client portal for the workspace

Go to Integrations and switch on Client portal. This is the switch for the whole workspace (admins only in a team). Off means every portal link in the workspace shows a 404.

2. Share a site

Open the site's Settings → Client portal:

1. Switch on Share this site with your client.
2. Optionally add your Agency name and a Logo URL (https). They show at the top of the page.
3. Click Save portal, then copy the link.

3. Send the link to your client

Anyone with the link can open the page. There's no login for your client, and search engines are told not to index it. The page shows no billing, chat or connection details.

What your client sees

Traffic, Google search and conversions (GA4 key events) from the properties connected in Connect Google, AI visibility with the latest audit's top fixes, and your monthly, technical and mentions reports. Competitive, keyword research and general reports stay private. Sections without a connection are left out.

The portal is free: opening it costs nothing, and it shows data you've already collected.

Share it from AEBOT or an AI agent

Ask AEBOT to "share Acme with my client" and it does the same as the Settings card. AI agents connected over MCP use get_client_portal (status and link) and update_client_portal (share, unshare, set the agency name and logo, or regenerate the link). Both tools are free.

Sharing a site this way also turns the workspace switch on for you. In a team workspace that needs an admin: for an MCP agent, the API key's creator must be a team admin. See Connect Claude, ChatGPT or Cursor for setup.

Turn it off or revoke a link

• Pause it: switch the site off. The link shows a 404 until you turn it back on, and turning it back on restores the same link.
• Revoke it for good: click Regenerate link on the site's Client portal card. The current link stops working immediately; send your client the new one.

For agencies

Each site has its own link, so every client sees only their own site. The page shows "Prepared by" your agency name and logo when you set them. More on running client work in AuditAE on the agencies page.