Portal features
Their dashboard. Your control.
Clients get a clean, branded portal. You decide what they see and when they see it. No training required.
Magic-link login
Clients sign in with their email. No passwords to manage, no credentials to share. Each link is single-use and time-limited.
Permission scopes
Control exactly what each client can see. Restrict access to specific reports, sections, or date ranges. Configurable per portal user.
Recent reports
The portal surfaces the latest shared reports automatically. Clients always see the most current data without you sending a link.
Goal tracking
Show clients their marketing goals and progress. Monthly targets, actual performance, and percentage complete. Visible at a glance.
Communications log
A shared timeline of actions, updates, and notes. Clients see what you have done and when. Reduces repeat questions.
Client branding
Each portal can display the client logo in the header. The portal feels like a branded experience, not a generic tool.
Magic-link experience
Email. Click. Dashboard.
Included with StratOS
Client-facing.
Agency-controlled.
Set up a portal in minutes. Invite clients with a magic link. They see what you want them to see. Every report, goal, and update in one place.
Client Portal is included with every StratOS plan. No per-seat charges.
© 2026 i3 Media. Client Portal is part of StratOS.