Clients
Invite portal clients, control exports, and end logins.
On this pageInvite a client
The Clients group of Settings → Client portals is where portal logins are created and removed. It is not the People page: a portal client gets a read-only view of the brands you grant and never becomes a teammate.
Invite a client sits at the top right of Client portals. Until your custom domain is verified with an active certificate, the invite link and the client login have nowhere to live, so the page shows the setup steps that remain before an invite can be sent.
Invite a client
Select Invite a client. Choose one Brand, enter the client's Email, and add A note from you if you want one. The note is optional, and the invite email quotes it.
What they see is read-only here. It shows the page settings every client shares, and Edit for every client takes you to change them. Downloads stay off until you allow them for this person.
The drawer invites one person to one brand. To give the same person another brand, invite them again. People who already reach a brand through a brand group show on each brand in that group.
How the invite reaches them depends on your sender:
- With a verified sending domain (under Email in portal setup), Send invite has Trakkr deliver a branded email. Create a link instead gives you the URL to send yourself.
- Without one, nothing is emailed. Create invite link hands you the URL to share.
The invite link lasts 14 days. Copy it when it is created, because the page shows it only then. If the email fails to send, Trakkr says so and shows the link instead.
Some invites are refused on purpose. Trakkr blocks an address that already belongs to a Trakkr team member, because accepting would flip their account into client mode and hide most of their app. It also blocks a brand the person already reaches through a group grant, so one brand can never carry two live grants for the same person.
Reading the client list
The Clients group lists your brands, with the people who can sign in to each, when one of them was last active, and where access stands. Open the All link for the full list. Find a client or person searches it, and the views above the list (All brands, Active, Invited, Not invited, Ended) filter by state. A row's menu has Open access, Add a person, Preview the portal, and Open the brand in Trakkr.
A person's access is in one of these states:
| Status | Meaning |
|---|---|
| Invited · not accepted | Invited, not yet accepted. The link works for 14 days |
| Active | Accepted and able to sign in |
| Ended | Access withdrawn, kept only as history |
Managing a pending invite
Open the brand's row to see its people, with each invite's state. Resend makes a new link and re-sends the email. It is available for invites that have not been accepted or have run out, and only when your sending domain is verified. If the email does not go, Trakkr hands you the new link to copy and send yourself. The old link stops working.
Cancel the invite withdraws it before acceptance, and the link stops working.
Managing an active client
The access drawer shows everyone who can sign in to the brand, and when they were last active. Under What they can do, each person has:
- Download and export, a switch that lets that person download PDF and CSV from the portal.
- End their access, which stops them signing in to see the brand.
Downloads need both switches. Allow data export under Features in portal setup governs the whole portal, and Download and export governs this person. Turn the portal switch off when no client should download anything, and the person's switch off when one client should stay view-only.
Common questions
Does a client use a team seat?
No. Portal clients and teammates are separate identities with separate permission models, and only teammates count against your seat limit.
Can one person see several brands?
Yes. Invite them to each brand, one invite per brand. They sign in once and switch brands from the top of the sidebar.
What happens when the group changes?
A group client always sees the group's current membership. Add a brand and it appears for them; remove a brand and it disappears from that view.
Why can a client open the portal but not export?
Check both switches: Allow data export under Features in portal setup, and Download and export on the person. Both have to be on.
Can I turn a client into a teammate?
Not by editing the client record. End the portal access, then invite the same address from Settings → People. Team membership carries different permissions and does consume a seat.
An invite email never arrived. Now what?
Open the brand's access, choose Resend to make a new link, and send it yourself if the email still does not go. Or create the invite as a link in the first place. Trakkr tells you when a delivery fails.