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Client portals are dedicated, branded views you create for each client. Your clients can log in to their portal, review their site data and reports, and track progress — without ever touching your main Visen.io account or seeing any other client’s data.
Client portals are available on the Enterprise plan.

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What a client portal is

A client portal is a separate, white-labeled interface scoped to a single client’s workspace. When a client opens their portal, they see:
  • Their site’s keyword rankings, traffic trends, and visibility metrics
  • Any reports or saved views you have shared with them
  • Scheduled report deliveries (if configured)
They do not see your agency’s internal settings, other client workspaces, or any data outside their own scope.

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Setting up a client portal

1

Open the portal builder

Go to Settings > Client portals and click New portal.
2

Apply your branding

Upload your agency logo, set the brand colors, and add a custom portal name. Clients will see your branding — not Visen.io’s — when they log in.For a full walkthrough of white-label branding options, see the white-label setup guide.
3

Add sites and reports

Select the client workspace this portal belongs to. Then choose which saved views and reports to surface in the portal. You control exactly what the client can see.
4

Generate the client access link

Click Generate access link. You can share this link directly with your client, or set a custom login (email + password) for their portal account.
5

Send access to your client

Share the link or login credentials with the client. They can access their portal from any browser without needing a Visen.io account.

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What clients see

Once inside the portal, a client can:
  • View the dashboards and reports you have shared with them
  • Filter data by date range
  • Download exports (if you have enabled that permission for the portal)
Clients cannot edit tracking settings, add sites, view other clients’ data, or access any part of your main Visen.io account.
Limit portal exports to read-only if you prefer clients to request reports through you rather than self-serve. Toggle export permissions per portal in Settings > Client portals.

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How portals reduce manual reporting work

Without a portal, sharing updates typically means exporting a report, formatting it, and emailing it to the client on a recurring schedule. With a client portal, the data is always live and accessible. You can also layer on scheduled report delivery so clients receive a formatted summary automatically.

Scheduled report delivery

Automate recurring PDF or email reports delivered directly to your clients.

White-label branding

Customize logos, colors, and domain for a fully branded client experience.
This removes the back-and-forth around “can you send me the latest rankings?” and gives clients continuous visibility — which supports renewal conversations and internal buy-in at the client’s organization.
Each portal is tied to one client workspace. If a client has multiple domains, add all of them to the same workspace before creating the portal.

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Next steps

Multi-client workspaces

Organize all your client sites under one account with workspace isolation.

Team access

Invite teammates and assign workspace-scoped permissions.
Last modified on April 6, 2026