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: in the client's menu, use Deactivate instead of deleting them. Result: you cut access instantly —if they're in the portal, their session ends right there— 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 about what you see on screen — and it can also answer how-to questions about using MB Suite.