What can I do in my client portal?
Your portal shows your dashboard, website, analytics, projects and approvals, your account and invoices, and a Support button to reach our team. A few sections still say soon.
Your client portal is where you see how your work with us is going, look after your account and team, and get help from us. This article covers the sections you can open today. Some sections show a soon label while we rebuild them.
What you can open today
| Menu item | What it is for |
|---|---|
| Dashboard | Your home screen: counts of leads, approvals and support tickets, recent AI work and deliverables. |
| Website | Your website in one place, such as your domain and branding. Which pages you see here depends on your plan. |
| Analytics | The numbers we measure for your business, such as visits, search and goals. A page that is not part of your plan says so. |
| Projects | The work we are doing for you, with status, dates and a way to request a change. |
| Deliverables (under Projects) | Reports, content drafts and other work produced for you. |
| Approvals (under Projects) | Actions waiting for you to approve or deny. |
| Reports (under Projects) | Written findings from the work run for your account. |
| Knowledge (under Projects) | The business facts we work from, so you can check they are right. |
| Overview (under Account) | Your plan, next invoice, seats, alerts and usage at a glance. |
| Usage and Invoices | What you are using, and every invoice with its PDF. Most roles see these. |
| Billing, Team and Settings | Billing options, your people and their roles, and security. Owners and admins see these. |
| Support | Open a ticket, follow its progress, chat with us and read guides. |
| Explore add-ons (under Add-ons) | Services you have on top of your plan, and ones you could add. |
If your business has an add-on, such as a store or Google Business Profile, it shows under Add-ons too.
Getting help
The Support button at the bottom right of every portal page opens a panel with four parts: Home, Chat, Help and Tickets. There you can read guides, chat with us, or open a ticket. On a phone the button is a round headset icon. You can also press the question mark key on your keyboard when you are not typing in a box.
Sections marked soon
The Marketing group, Integrations and What's new show a soon label for now. Opening one shows a short "Coming soon" page with an Ask us about it button that opens a ticket. Nothing you have already set up there is affected.
Common problems
- If you do not see Billing, Team or Settings, your role does not include them. Ask an owner or admin on your team.
- If you do not see Usage or Invoices, you have the viewer role. Ask an owner or admin if you need them.
- If a menu item you expected is missing completely, your plan may not include it. Open a ticket and we will check.
More in Getting started
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