Give a new client access in minutes
Situation: you closed a client and want them to see their data today. What to do: in Client Portal, use New Client with the Invite Client option and assign them their Account. Result: the client completes their registration and enters on their own, without you preparing anything by hand.
A portal focused only on results
Situation: the client doesn't want to navigate the product, they only want to see their reports. What to do: when creating their access, in Portal Modules apply the Reports Only preset. Result: a clean portal, centered on the deliverable, without sections that distract them.
A premium brand with your own domain
Situation: you want the experience to look 100% yours, not on a shared subdomain. What to do: in Portal Access Domain, connect and verify your own domain. Result: your clients enter a portal under your brand, consistent with your site. See Set up your portal.
Cut access without losing the relationship
Situation: an account is paused, but it could reactivate later. What to do: mark the client as Inactive instead of deleting them. Result: you cut access instantly and keep their configuration to reactivate them in one click.
Detect the clients who don't log in
Situation: you deliver through the portal but you don't know if they look at it. What to do: check the Insights tab and the last-access column, and reach out to the inactive ones. Result: you follow up with data and prevent the relationship from cooling off. See See your clients' activity in the portal.
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.