--- title: "Client portal: the client sees their figures and signs off their own decisions" description: "The client sees their own figures and signs off what is theirs to decide, on a personal link with no password. The portal is closed to search engines." canonical: https://adsbeast.pro/features/en/client-portal language: en section: features product_route: https://adsbeast.pro/portal translations: - ru: https://adsbeast.pro/features/ru/client-portal - uk: https://adsbeast.pro/features/uk/client-portal - sk: https://adsbeast.pro/features/sk/client-portal - es: https://adsbeast.pro/features/es/client-portal - he: https://adsbeast.pro/features/he/client-portal - ar: https://adsbeast.pro/features/ar/client-portal --- # Client portal: the client sees their figures and signs off their own decisions A client does not need another login, and they do not need access to your system. A personal link opens a page with their spend, results, reports and invoices, along with whatever is waiting on their decision: a launch against a proposal, a new creative, a budget increase. They see nothing that is not theirs, and the portal is not handed to search engines. ## What the client sees - **Access**: A personal one-time link, with no registration and no password - **Figures**: Spend, leads and results for their campaigns, in their currency - **Reports**: Regular reports under the agency brand, in PDF among other formats - **Sign-offs**: Whatever needs a client decision: a launch, a creative, a budget - **Documents**: Invoices, commercial proposals, documents to sign - **Contact**: A conversation with the agency team right on the page The portal is closed to indexing: without a token the server returns an empty shell, and submitting that to a search engine would be pointless and harmful. ## What the portal does ### Their own figures without a phone call to explain them The client opens the link and sees spend, leads and progress towards the goals you agreed. The same figures the agency team has, with the same check against the ad account. "How much did we spend" stops being a reason to ring you. - Spend and results across the client campaigns - Goals and the distance left to them - Reports and their history ### Signing off what the client decides Some actions belong to the client rather than the agency: a launch against a proposal, publishing a creative with their face on it, a budget increase beyond what was agreed. Those move into the portal, and the client confirms them with one button. - A list of decisions waiting on the client, with an explanation - Confirm or reject with a comment - A trail: who confirmed and when, with the date ### Documents and signatures Commercial proposals, invoices and documents to sign live there too. The client signs through the link, and the signature is recorded rather than lost in an inbox. - Invoices with their payment status - Commercial proposals and estimates - Documents signed electronically through the link ### The conversation next to the figures The exchange with the team happens on the same page as the numbers, not in an inbox where the context is gone after two emails. A client question reaches the team as a task. - A conversation tied to the client and the period - A client question turned into a task for the team ## How to open the portal for a client Three steps, and not one password for the client to forget within a week. 1. **Create the link** - A personal link for the client, from their record. 2. **Send it** - The link goes to the client by email or any channel that suits them. 3. **Fill it** - Scheduled reports, invoices, documents, and whatever needs their decision. 4. **Collect the decisions** - Client confirmations reach the team with a timestamp. ## Figures from the code - 7 - interface languages in the portal - 15 min - between metric refreshes in the portal - 8 - channels whose results the client sees ## What the portal does not do - It does not show other clients' data or agency finance. - It does not let a client into the agency workspace. - It is not handed to search engines: the page is marked closed to indexing. - It does not replace approvals inside the team - the client only gets what is theirs to decide. ## Questions and answers ### Does the client need a password? No. The portal opens on a personal link. That is a deliberate choice: another password gets forgotten, while a link stays in the conversation. ### Does the client see anyone else's data? No. The link is tied to one client, and the page shows only their campaigns, reports and invoices. Agency finance never reaches the portal. ### What can a client sign off? Whatever has been put to them: a launch against a commercial proposal, publishing a creative, a budget increase beyond what was agreed. Each action arrives with an explanation, and the confirmation is recorded with its date. ### Will the portal turn up in search results? No. The page is marked closed to indexing and it is not in the sitemap. Without a token the server returns an empty shell with not one line of client data in it. ## Open the portal for your first client and stop forwarding reports by email The first 14 days are free on any plan and you do not need a card to start. The link is created in the client record with one click. - Start free: https://adsbeast.pro/signup?lang=en - Pricing: https://adsbeast.pro/pricing?lang=en ## See also - [Analytics and reports: where the money goes, what it returns, and what the client sees](https://adsbeast.pro/features/en/analytics-reports): Spend by platform in one currency, checked against the ad account, GA4 data alongside it, and regular client reports under the agency brand. - [Agency finance: how much you actually earn on each client](https://adsbeast.pro/features/en/agency-finance): Your own revenue, costs and profit: what each client earns you, who has not paid, cohorts by month of joining, and payouts to contractors. - [Lead quality: who fills in the forms and how real they are](https://adsbeast.pro/features/en/leads): Leads from every platform and from the site in one feed with a bot score: flagged from 40 points, blocked from 70. Industry profiles, delivery checks. - [Approvals: automation proposes, a person decides, the system applies](https://adsbeast.pro/features/en/approvals): Automation proposes changes to budgets, bids and statuses, a person confirms them, and the system applies them and reads the result back from the account.