Access
Who can see this client's data — team members and the client's own portal
Agency access
2
Your team on this client
Client portal views · 30d
47
Magic-link opens
Last portal view
2h ago
From client email
Portal link
Live
No login required
CLIENT PORTAL — MAGIC LINK
Send this to your client — they see a branded report, no login needed
https://client.geoscript.ai/apex-roofing?k=magic-abc123
Magic link · no loginMobile-firstFully branded
Your team on this client · 2
Roles override the workspace-level role for this client only
MW
Marcus Webb
Last active 42m ago
PS
Priya Shah
Last active 2h ago