Give a client their own portal

A portal belongs to one brand, and a brand is a social set.

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   1. Press the set's name in the top bar, then Manage social sets, and pick the brand.

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   2. Open Client and find Client portal.

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   3. Switch Portal on.

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   4. Under People who can open it, enter your client's email and press Add. Until someone is listed, nobody can open the portal.

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   5. Press Copy address under The portal's address and send it to your client in an email or a message.

The address alone opens nothing. Only a person you let in can get a code, so a forwarded address is of no use to anyone else.

You don't always know who at your client will open the portal. Switch Let people ask for access on, and anyone with the address can prove their email with a code and ask.

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   1. The person opens the address, enters their email and the code they get, and sees that they have asked for access. Nothing of the portal shows yet.

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   2. You get a notification, and the person appears under Asked for access in the brand's Client section.

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   3. Press Let in, or decline. A person you let in gets an email and opens the portal with a new code.

A person you decline can't ask again for 30 days. A portal takes up to 10 open requests at a time.

A post shows in the portal only when you switch it on. Open the post in the post panel and switch Show in client portal on. Drafts, posts waiting for approval and scheduled posts can be shown.

Weeks ahead sets how far ahead your client sees scheduled posts, from 1 to 12 weeks. Under What the client sees, switch Plan, Feedback and Reports on or off.

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   1. They open the address and enter their email.

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   2. A six-digit code arrives in their inbox. It works for 10 minutes.

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   3. They enter the code and are in for 30 days on that browser.

Plan shows each post as its platform will show it, with Approve, Ask for changes and Comment under it. Feedback lists what they decided and wrote. Reports shows the brand's numbers for the last 7, 30 or 90 days, and each campaign of the brand once it has started.

While a client setup waits for them, the portal opens on a fourth tab, Your brand, with the questions you sent.

What your client decides lands where a review link's answers land: the bell, Activity and Needs you on Home. See Send posts to a client for review.

Your client can get an email each time a new report is ready, so nobody has to remember to send it. The email carries one button into the portal's Reports tab, opened on that report, and comes with your agency's name as the sender.

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   1. Open the brand's Client section and find Sent on a schedule.

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   2. Press New schedule.

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   3. Pick Every week, Every month or A campaign. A weekly report covers the 7 days before, a monthly one the month before, and a campaign's goes once, the day after the campaign ends.

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   4. Pick the day and the time. Both are on the brand's own clock.

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   5. Press Save schedule.

The email goes to everyone under People who can open it. They sign in with a code as usual and read the report with the numbers as they stand that day. The email itself holds no numbers.

Each email ends with a link that stops report emails for that one person. Switch a schedule off on its row to pause it, or press the bin to delete it.

The owner sets the agency's brand once, in Settings, Organization, under Your brand on client pages: a Name, a Colour and a Logo. Press Save.

From then on the portal, review links and reports your clients open carry your name, logo and colour, with no Buzzmark mark on them, a report's PDF included. The code email comes with your name as the sender.

To take one person off, press the bin beside their name under People who can open it, then Take off. They are signed out at once.

To close the portal for everyone at once, press Make a new address, then Close the old one. The old address stops working, every client is signed out, and the people on the list sign in again at the new address. Switching Portal on off closes it until you switch it on again.