Every client brand on Agency or Agency Plus has a Client access area in Brand settings. It holds two options that work side by side:
Portal link | Client login (client seat) | |
|---|---|---|
How they get in | Open a link, no account | Sign in with email and password on your agency domain |
What they see | The brand's latest published report, active shares, pending reviews, and tasks | The brand inside the dashboard, read-only |
Requires | Agency or Agency Plus | Agency Plus, verified agency domain, white-label app enabled |
Limit | One link per brand | 100 client seats per account |
Revoke | Revoke the link | Remove the seat |
Use the portal link for most clients. Use a client login when a client wants to explore reports, competitors, and tasks themselves.
There is a third way in that this table does not cover: a visitor who asked for a free report through your lead widget and claimed it from their inbox. They land on a seat over their own report brand, and they do not spend one of the 100 seats in the Limit row.
Brand settings > Client access: one brand at a time. Contains the client contact, the portal link, and the brand's client seats
White label > Clients (Agency Plus): every brand in one table, with the same actions and the seat usage for the account
On Agency, the portal link is managed from each brand's Brand settings > Client access. Client seats and the White label > Clients table need Agency Plus. Only the account owner and editors can manage the portal link, invite, or remove.
Open Brand settings > Client access, click Edit brand and fill in Client name, Client email and Client company in the Client contact card, then Save changes. You can also fill it in under Client contact when you create the brand. The email is used for automated report delivery and is offered as the default when you invite a client seat.
Enable portal creates the link; Copy portal link copies it
The link is valid for 365 days; Refresh link renews it for another 365 days and keeps the same address (a link that already expired gets a new address)
Revoke portal deletes the link
Creating or refreshing the link needs an active subscription, not a trial
Details in Client portal.
Make sure the agency domain is verified and the white-label app is enabled
Open Brand settings > Client access for the client's brand
Under Client seats, click Invite client and enter the client's email (the client contact email is prefilled)
The client receives a branded invite from your sending domain with a link to your agency domain
They set a password (or sign in if they already have an account) and land on their brand
A client seat is always:
Viewer role (read-only)
Scoped to exactly one brand
Bound to your agency domain. Client seats cannot sign in on app.rankprompt.com and cannot switch to any other account
A client of two different agencies gets a separate seat on each agency's domain and only ever sees that agency's brand.
Signed in on your domain, a client gets a reduced workspace:
Home, Visibility (Overview, Prompts, Trends, Fan-outs, Competitors, Reports and Brand Audit), Sources and Tasks (the accepted work, read only)
The agent, read only, if you turn on Let your clients use the agent on White label > Clients
Their brand only, shown as a fixed label instead of a brand switcher
Your logo, colors, app name, and Help link
They never see: other brands, tools, brand settings, team members, integrations, credits, billing, prospects, the agency dashboard, or upgrade prompts. Actions that would cost credits are hidden.
Article reviews keep working through the emailed review link.
Agency Plus includes 100 client seats per account
Client seats are separate from team seats (25 on Agency Plus) and do not count against them
Only seats over brands you created count. Seats over the report brands your lead widget makes are outside the cap, so a busy week of leads can never push out a client who pays you
Pending and accepted invites both count. Remove a seat to free it
Invites are refused when the cap is reached; the page shows current usage
Remove a client seat from Client access. The client is signed out on their next request and can no longer sign in
Revoke the portal link to stop link-based access
Deleting the brand removes both
If your account drops below Agency Plus, client seats are suspended and the agency domain is taken down; they come back when you upgrade again. Portal links keep working on Agency and stop below it.
No. A client seat is limited to one brand. Invite them separately for each brand.
Client seats are strictly read-only in the dashboard. Approvals and change requests happen through the review link the client receives by email, which also appears in the portal.
No. Remove the client seat and invite the person as a team member from Settings > Team instead. Team seats give account-level access and count against the team seat cap.
No, but both can coexist. Clients with a seat sign in at your domain's sign-in page; the portal link stays valid for anyone who has it.
Nothing to redo. Their report brand changes type from prospect to standard, which brings it into your brand selector, your portfolio and your rollups. The seat they already have stays exactly as it is: no second invite, no second sign-in, no lost history.
The flow stops there. No seat is created and nothing is written on their existing account. They get a note telling them to open the report from the account they already have, and the lead shows Has an account in Website leads.
Client logins require a verified agency domain with the white-label app enabled. Check White label > Domains.
Client portal: the link-based hub
White label app: what clients see on your domain
Team collaboration: team seats for your own staff
Email [email protected] and I'll help.
