Open and navigate the Client Portal
How does a client open the app and which modules can they see?
Open the sign-in link in your invitation email, or go to your portal address and ask for a new link. There is no password. Once you are in, choose a location at the top, then use the navigation on the left: Overview, Listings, Reviews, Social, Photos, Reports, Inbox and the assistant. The locations you can pick and the pages you see depend on your role and on what your agency has switched on, so two people at two agencies (or two clients of the same agency) may not see identical navigation.
Key facts
| Signing in | An emailed one-time link. No password |
| Invitation link | Works once and expires after seven days |
| New link later | Enter your email at your portal address. That link works once and expires after 15 minutes |
| Staying signed in | A session lasts 30 days on that device |
| Modules | Overview, Listings, Reviews, Social, Photos, Reports, Inbox and the assistant (named by your agency) |
| Location | One picker at the top. Clients with more than one location can also choose All locations |
| Who sees which locations | The portal Owner sees every location. A Member sees all of them or only the ones the owner assigned |
| What is not here | No invoices, plans or purchases. Credit Usage shows your credit balance only |
Steps
Open the invitation email and select the sign-in link. It works once. If it has expired or was already used, the page says This link is no longer valid and offers a button to the sign-in page.
To get a new link whenever you need one, go to your portal address, enter your email and select Send sign-in link. Check your inbox: the new link works once and expires after 15 minutes. Bookmark the address so you can always find it.
Check the picker at the top before you read anything. It shows the location you are looking at. Open it to choose another location, or to type part of a name or address. The choice follows you from page to page and is kept in the address bar.
For a client with more than one location, choose All locations to switch Listings, Reviews, Social and Reports to a roll-up across every location you can see. A client with a single location has no such option.
Choose the page that matches your question from the left navigation (see the table below). On a phone the navigation moves to a bar at the bottom with the first four pages and More.
Open the round account button in the top corner for Users, Settings, Notifications (when your agency shows it), Credit Usage, your portal address and Log out.
Choose the page that matches the question
| Customer question | Open |
|---|---|
| What is happening at this location? | Overview: listings, reviews, how customers found you, social activity and what the team has done lately |
| Where is this business listed, and are the details right? | Listings, with Location Info and Published |
| What are customers saying, and which reviews are waiting for a reply? | Reviews |
| What is scheduled or ready to post? | Social, with Ideas and Posts |
| Which photos are live, and who added them? | Photos, filtered by All, Your uploads, On Google or From customers |
| How are we doing over time? | Reports: Profile, Review analytics, Ranking, AI search and Post analytics. Profile and Review analytics need one location, so you are asked to pick one |
| What has the team drafted or found for me, and what is waiting on me? | Inbox, with Approvals, Tasks and Insights |
| Can I ask a question or request something in plain language? | The assistant, shown with the name your agency chose |
The Overview page is always there and cannot be hidden. Your agency decides which of the other pages appear, in what order, and under what names. It can also add links to other websites. If you cannot find a page mentioned here, ask your account team whether it has been switched off for you. The assistant also disappears when your agency turns it off for your business.
Who sees which locations
Each person who can sign in has a role.
- Owner. Sees every location of the business and is the only person who can add or remove people on the Users page.
- Member. Sees either all locations or only the locations the owner assigned. The picker, the roll-ups and every page follow that list, so a member assigned to one location sees only that location, with no All locations option. A member with no location assigned sees no location data.
Members can open Users to see who has access, but the page is read-only and names the owner to ask.
What you'll see when it's done
- The portal open on the location you chose, with that location's name in the picker
- The pages your agency has switched on in the left navigation (or the bottom bar on a phone)
- Only the locations assigned to you, if you are a member with a limited list
Watch out for
- Do not forward your sign-in link. Anyone who opens it before you do gets into your portal. If it was shared by mistake, ask the agency to revoke the invitation.
- A missing page is usually a setting, not a fault. Your agency may have hidden it, renamed it, or you may be outside the locations it covers.
- There is no billing page. The portal shows your credit balance and does not take payments. See check credit usage.
- Invitation emails depend on your agency's setup. If the invitation never arrives, ask your account team to send it again. Check your spam folder first.
Questions people ask
Why do I see fewer pages than someone else at the same agency?
Your agency controls which pages appear in the navigation, and can set it differently for a single client. Your role and assigned locations also change what you see. Ask your account team.
Does changing page change the location?
No. The picker keeps the location as you move between pages. It resets only if you choose another one.
Can I get back in if I lose the invitation email?
Yes. Go to your portal address, enter the email address your invitation was sent to and select Send sign-in link. If no email arrives, the address may not be the one your agency invited. Ask them to check.
Where did Usage & billing go?
The portal no longer has a billing page. Your credit balance is under Credit Usage in the account menu, and your agency handles any purchase or plan outside the portal.
Where did the SEO and AEO pages go?
Their reports now live inside Reports: Ranking for local search and AI search for how your business appears in AI answers.
Next
- Check which publishers are connected and what you can do about it: check client listing connections
- See what credits are and how to ask for more: check credit usage
- For agencies, set the portal's name, logo and navigation: configure the client app