The client portal gives each client brand one page that collects what you share with that client. It carries your logo, colors and company name, and Rank Prompt stays out of sight. Use it when a client needs a place to come back to, instead of a folder of one-off links.
Set up your branding under White label > Branding (logo, colors, company name, links and footer)
Open Brand settings > Client access for the brand, or on Agency Plus White label > Clients, which lists every brand
Click Enable portal
Click Copy portal link and send it to your client. The link opens without an account or a sign-in
Only brand owners and editors can manage the portal link. Enabling or refreshing it needs an active subscription, not a trial.
A brand card with your branding
Latest report: the newest client report you published and shared without a password, with its cover and headline figure, Open the report and Download PDF
Waiting for you: articles waiting for the client's review, each with a link to its review page
Next: the brand's open tasks, soonest due date first (up to 20 are listed, with a count of the rest)
Done lately: tasks closed in the last 30 days
Reports: every active share of the brand's reports, Scheduled Reports, brand summaries and published client reports (brand audits included), created by anyone on your team
A task shows its title, status and due date, never its internal notes. The client never sees other brands, your agency tools, credits, billing, or anything you have not shared. An expired or revoked share leaves the portal on its own.
Note: The portal lists shares. If a report is missing, create a share for it (from the report or from Shares) and it appears the next time the portal loads.
In Brand settings > Client access, or on the brand's row in White label > Clients:
Copy portal link copies the link, and Open portal opens it the way your client sees it
The link is valid for 365 days. Refresh link renews it for another 365 days and keeps the same address, so the link your client already has keeps working. Once a link has expired, refreshing it gives a new address
Revoke portal disables the link for good. Anyone who opens it sees that the link is invalid
There is no setting for what the portal shows: it shows the brand's active shares, open reviews and tasks. You control it by creating, extending and revoking shares.
By default the portal link lives on app.rankprompt.com. On Agency Plus it can be served from a subdomain you own, such as clients.youragency.com:
Go to White label > Domains
Enter your subdomain and add the three DNS records shown
Click Verify DNS. Once the SSL certificate is active, portal links, share links and review links use your domain
See Agency domain for the records, the nightly check and troubleshooting.
If the white label app runs on your domain, a client you invite with a client seat (Agency Plus) signs in there and sees their brand inside the app, read only. The portal link keeps working for everyone else. See Client access.
Client portal | Share link | |
|---|---|---|
Access | Anyone with the link, no sign-in | Anyone with the link, no sign-in, optional password |
Content | Latest published report, the brand's active shares, open reviews and tasks | One report, Scheduled Report, brand summary, brand audit or client report |
Data | Live list; each share keeps its own rules | A snapshot; Scheduled Report and brand summary shares can rebuild on view |
Expiry | 365 days, renewed with Refresh link | 7, 30, 90 or 365 days, per share |
Best for | Ongoing client self-service | One deliverable |
No. The portal link opens without a sign-in. If a client should sign in instead, invite them with a client seat on Agency Plus.
No. The portal is read only. Clients can open shares and act on article reviews (approve or request changes) through the review links, but cannot run reports or change settings.
The portal lists only the brand's active shares. Create a share for the report, or extend it if it expired.
Yes, from Agency up. Serving it from your own domain and client logins are Agency Plus features.
Below Agency, portal links stop opening; they come back if you upgrade again. From Agency Plus to Agency, portal links keep working, but the agency domain is taken down and client seats are suspended until you upgrade again.
Shares: create and manage the shares the portal lists
Agency domain: serve the portal from your own subdomain
Client access: portal links and client logins per brand
White label app: run the whole app on your domain
Email [email protected] and I'll help.
