Choose what clients can access
You can select the specific content you want to share, including:
Reports
Boards
Goals
Only the items you select will be available through the Client Portal. You can also select Preview to see exactly what the portal will look like before sharing the link with your client.
You can protect the portal with a password
Yes, you have the option to password protect the link.
Clients will then need to enter the password before they can access the portal content.
Regenerate the portal link
If you need to change access to a portal, you can regenerate its link.
When you regenerate the link:
A new portal link is created.
The previous link immediately stops working.
This is useful if the existing link has been shared with someone who should no longer have access.
How to enable the Client Portal
To set up a Client Portal:
Open the client's account.
Go to the Portal tab at the top.
Enable the Client Portal.
Select the reports, boards, and goals you want to share.
Add a password if required.
Copy the portal link and share it with your client.
That's it. Your client can now access multiple reports with the shared link.
Please note that the Client Portal always allows your client to change the date range in reports as needed.
Still need help after reading this article?
Please explore our help center further or reach out to our support team (support@swydo.com).
You can also schedule a demo to get an answer to all your questions.
Happy reporting,
The Swydo Team