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Give a client reporting-only access

Let a client sign in and see their own dashboards, and nothing else.

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Written by Robin Choy

Sometimes a link and a weekly Slack digest are not enough and a client wants to log in. You can give them exactly one workspace, read-only.

Setting it up

  1. Open the client's workspace and go to its Settings > Members (workspace members, not agency members).

  2. Invite the client's email with the reporting role.

  3. They accept, sign in, and land directly on Top creatives for their brand.

What a reporting user can and cannot do

  • Can: view dashboards and reports for that one client.

  • Cannot: see any other client, operate chat, change settings, or touch campaigns. Operational areas are hidden from their sidebar entirely.

For a trusted collaborator who should do real work in one client (a freelancer running one brand), use the manager workspace role instead: full capabilities inside that client, still invisible everywhere else.

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