Access
Who can see this client's data — team members and the client's own portal
Agency access
1
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/lakeside-dental?k=magic-abc123
Magic link · no loginMobile-firstFully branded
Your team on this client · 1
Roles override the workspace-level role for this client only
JC
Jamie Chen
Last active 1d ago