Clients
Invite portal clients, grant brand or group access, control exports, and revoke logins.
The Clients section of Settings: White-Label is where portal logins are created and removed. It is not the Team tab: a portal client gets a read-only view of the brands you grant and never becomes a teammate.
The Invite button only appears once your custom domain is verified with an active certificate. Until then the section explains why, because the invite link and the client login both live on that hostname.
Invite a client
Open Invite client and fill in the email, an optional client name, and an optional personal message. Then choose what they can reach.
| Choice | Effect |
|---|---|
| One or more named brands | The client sees exactly those brands |
| Invite to all on a group header | One invite covering every brand in that group, now and later |
The two are mutually exclusive: picking a group clears any selected brands, and picking a brand clears the group. Selecting several brands sends one invite request per brand. If one fails the others still stand, and the modal names the ones that did not go through.
Two settings sit under the picker. Allow data exports records whether this client may export, and Delivery chooses how the invitation reaches them.
- Link creates the invite and hands you a URL to send yourself. This is the default.
- Email has Trakkr deliver a branded invitation. It stays disabled until your agency sending domain is verified under Email.
Every invite expires. Expires in offers 7, 14, or 30 days and starts on 30. The button reads Create invite for a link and Send invite for an email.
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 header counts total, active, pending, and at risk, and each count is a filter. At risk means an active client with no portal activity for 14 days or more. It is a prompt to check in, not a fault.
A search box appears once you pass five clients and matches the email, the client name, and the brand or group name.
Rows are split into Group access and Brand access when you have both. A client record is in one of three states:
| Status | Meaning |
|---|---|
| Pending | Invited, not yet accepted, expiring on its own schedule |
| Active | Accepted and able to sign in |
| Revoked | Access withdrawn, kept only as history |
Managing a pending invite
Open the row to see the invite link, the expiry, and who sent it. Copy invite link gives you the URL again, and Resend invite re-sends the email, which is available only for email invites and only when your sending domain is verified. If a resend fails to deliver, Trakkr says so and hands you the refreshed link instead.
Cancel invite withdraws it before acceptance.
Managing an active client
The detail drawer shows the granted brand, when they joined, when they were last active, and who invited them. From here you can:
- Turn Can export data on or off for that client.
- Send a password reset, whose link lasts 24 hours.
- Revoke access.
Export needs both switches. Allow data export under Features governs the whole portal, and Can export data governs this client. Turn the portal switch off when no client should download anything, and the client switch off when one client should stay view-only.
The Activity panel fills in as the client uses the portal. For a full record of who did what, use the Logs section rather than this panel, which is a summary.
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. Select several brands on the invite, or grant a whole group. 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, and Can export data on the client. Both have to be on.
Can I turn a client into a teammate?
Not by editing the client record. Revoke the portal access, then invite the same address from Settings → Team. Team membership carries different permissions and does consume a seat.
An invite email never arrived. Now what?
Open the client, copy the invite link, and send it yourself. Trakkr keeps the invite usable as a link even when delivery fails, and tells you when that has happened.