In two lines: instead of sending loose PDFs, you give each client their own live panel under your brand: they log in with their access and see only their account's data in real time, without touching your operation. You manage it in Settings > Client Portal.
What is the Client Portal?
They're two connected things:
- What you manage — in Settings > Client Portal you define the portal's address, your brand, and who gets in.
- What the client sees — a portal with your logo where they consult their reports, dashboards, and metrics, without seeing your operation or that of other clients.
It's the moment your work stops living in a loose PDF and becomes a live panel under your brand.
What's the path to get it up and running?
- Set up the address and your brand — subdomain or your own domain, logo, and name. See Set up your portal: subdomain, custom domain, and brand.
- Create the client's access and choose what they see — which accounts they enter and which sections. See Give a client access and control what they see.
- The client logs in with their credentials and consults their data.
- You measure whether they use it — to follow up. See See your clients' activity in the portal.
Who can configure it?
The Client Portal lives in Settings and its administration is reserved for the workspace's admin roles. The data each client sees is limited to the Accounts you assign them; to understand that hierarchy, see Workspace and Account: how your clients are organized.
A well-built portal saves back-and-forth: the client checks it themselves whenever they want, instead of asking you for a report by email.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.