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Agency clients / Agency clients and the client portal

Agency clients and the client portal

Give each client its own channels, team, campaigns and a read-only portal.

Create a client

Open Clients (agency experience), choose New client and add a name, contact and brand. Owners and admins manage clients; editors and viewers only see clients they are assigned to.

Channels

Assign the connected channels that belong to the client. Only those channels appear in the client view and portal. If a channel is shared by several clients, its posts stay hidden from every client until you say which client a post belongs to.

Team

Assign workspace members to a client as lead, editor or viewer. People who are not assigned cannot open the client or its campaigns.

Campaigns

Link campaigns to a client. A linked campaign is visible only to the workspace owner, admins and people assigned to that client.

Client portal

Create a read-only portal link (7–90 days). The client sees their channels, campaign status and recent posts. No sign-in, no editing, nothing from other clients. Links are shown once, stored only as a hash, and can be revoked.