> For the complete documentation index, see [llms.txt](https://help.rankability.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rankability.com/account-and-settings/client-portal-sharing.md).

# Setting up the client portal

Use the client portal when an outside stakeholder needs recurring, read-only access to a client's Tracker results without becoming a member of your Rankability organization.

The current client portal is a client-facing Tracker. It can show keyword rankings, Local results, traditional search, AI answers, AI citations, competitor comparisons, and completed work when those sections are enabled and data exists. Portal visitors cannot start scans, change tracking projects, edit client settings, or access your other clients.

## Before you begin

You need access to the client and a saved, non-demo client record. Add the tracking projects and connections that should supply the report before sharing it. A portal can only display data Rankability has already collected.

Open the client, select **Settings**, and choose **Client portal** under Connections.

## Choose an access method

Rankability provides two access methods on the same settings page.

### Share link

Turn on **Share link** to create a URL that opens the client Tracker without a Rankability sign-in. Copy the URL and send it through a secure channel. Anyone who receives a working copy of the link can open it.

Use **Report visibility** to choose:

* **All channels** or **AI only** report scope.
* Visible sections such as Keywords, Local, AI answers, Compare, and Work completed.
* Which supported AI platforms appear.
* Whether AI citations are shown.

The same visibility configuration applies to the client-facing portal report; it does not hide data from your agency's own Tracker workspace.

You can add or remove the client-level report password from **Tracker > Share report**. When a password is active, the Client portal settings page labels the share link as password protected.

### Invite a client

Select **Invite client**, enter the recipient's email and optional name, and send the invitation. The email contains a private sign-in link that is valid for seven days. Invited users appear in the access list with their last sign-in time and sign-in count.

Use **Resend link** if the invitation expires or the recipient cannot find it. An invited portal user signs in as that individual; this is different from an anonymous share link.

## Revoke or rotate access

Choose the control that matches the access method:

* Turn **Share link** off to disable the public URL.
* Rotate the share link to create a new token and invalidate the old URL immediately.
* Revoke an invited user to end that user's active portal sessions and prevent another sign-in.

These actions do not remove an organization member and do not revoke separate links for shared Copywriter projects, audit reports, or keyword approvals.

## Troubleshooting

* **Portal controls are unavailable:** Demo clients cannot use portal invitations or share links. Confirm that you opened a saved client rather than a demo.
* **The invitation link expired:** Return to the invited user and select **Resend link**. Invitation links expire after seven days.
* **A report section is missing:** Expand **Report visibility** and check its section, report scope, and platform settings. Also confirm the client has completed tracking data for that section.
* **The old share link still opens:** Confirm that you rotated the link or turned sharing off. Copying the same enabled URL does not revoke earlier copies.
* **The portal shows no current data:** Check the client's tracking status and integrations. Missing or uncollected data is not converted into zero.

## Related articles

* [Client settings reference](/account-and-settings/client-settings-reference.md) — Understand every client-level settings group.
* [Managing your team and client access](/account-and-settings/managing-team-and-client-access.md) — Add internal teammates who need permission to work in Rankability.
* [Understanding the Track overview](/track/reporter-executive-summary.md) — Understand the Tracker levels and result states shown in the portal.
* [Sharing content and tracking reports](/copywriter/sharing-content-and-tracking-reports.md) — Choose a narrower one-item share link when a full client portal is unnecessary.