Permissions & Features

Feature visibility

Control which features clients see in their portal sidebar. You can show or hide features, and even rename them to match your agency's terminology.

Available features

Features are divided into required (always visible) and optional (you can toggle).

Enabling and disabling features

1. 1Go to Settings → White-Label → Features
2. 2In the sidebar preview, toggle features on/off
3. 3Required features show a lock icon and cannot be disabled
4. 4Changes apply immediately to all clients

Quick actions:

• Required only: Disable all optional features
• Enable all: Enable all features

Renaming features

You can rename sidebar features to match your agency's terminology. For example:

• "Citations" → "Mentions"
• "Competitors" → "Market Position"
• "Perception" → "Brand Sentiment"

To rename a feature:

1. 1In the Features section, find the feature you want to rename
2. 2Click the edit icon next to the feature name (or double-click)
3. 3Enter your custom label
4. 4Press Enter or click away to save

To reset to default:

• Click the reset icon to restore the original name

Client permissions

Control what actions clients can take within the portal.

Data export permission

A single toggle controls whether clients can export data:

Can export data: When enabled, clients can:

• Export PDF reports
• Export CSV data files
• Download charts and visualizations

When disabled:

• Export buttons are hidden throughout the portal
• Clients can view data but not download it

When to disable exports:

• You want to control data distribution
• Client contracts don't include data exports
• Compliance requirements restrict data exports

Read-only access

All client access is read-only by default. Clients cannot:

All configuration is done in your main Trakkr account. Clients see the results but cannot modify settings.

Brand access

Clients only see brands you explicitly assign to them. Brand assignment happens when you invite the client.

Single brand access

Most clients access a single brand:

• Clean, focused experience
• No brand switcher needed
• All data relates to one brand

Multi-brand access

Some clients (like holding companies or franchises) need multiple brands:

• Brand switcher appears in the portal header
• Client can toggle between brands
• Each brand's data is completely separate
• Activity is tracked per brand

Managing brand access

To add a brand to a client:

1. 1Go to Settings → White-Label → Clients
2. 2Click on the client
3. 3In the detail drawer, find Brand Access
4. 4Add the brand

To remove a brand:

1. 1Open the client's detail drawer
2. 2Click Remove next to the brand
3. 3Confirm removal

Permissions apply to all brands

Permissions (like export access) apply equally to all brands a client can access. You cannot set different permissions per brand for the same client.

If you need different permissions per brand: Create separate client accounts. For example, if a client should have full access to Brand A but limited access to Brand B, invite them twice with different emails or create two accounts.

Audit logs

Track all client and agency activity for compliance, security, and troubleshooting.

What's logged

Audit logs capture detailed activity:

Each log entry includes:

• Timestamp
• User (client email or agency admin)
• Action type
• Details (what page, what was exported, etc.)
• IP address
• Success/failure status

Viewing audit logs

1. 1Go to Settings → White-Label → Logs
2. 2Browse the activity timeline
3. 3Use filters to narrow down:

- By date range - By user - By action type - By success/failure

Exporting audit logs

Click Export CSV to download audit logs for:

• Compliance documentation
• Security reviews
• Client activity reports
• Troubleshooting

Retention settings

Logs older than the retention period are automatically deleted.

To change retention (Enterprise only):

1. 1Go to Settings → White-Label → Logs
2. 2Find Retention Settings
3. 3Set your desired retention period

Privacy and access

• Agency admins only: Only team owners and admins can view audit logs
• Clients cannot see: Clients have no access to audit logs, even their own activity
• No PII in exports: Exports include user emails but not passwords or sensitive data

Best practices

Start with minimal access

When onboarding a new client:

1. 1Enable only the required features initially
2. 2Disable exports until you know they need them
3. 3Assign only the brands they need
4. 4Add more access as they request it

It's easier to grant additional access than to take it away.

Match access to client type

Document what clients can access

Be proactive about setting expectations:

• Tell clients what they can access during onboarding
• Explain why certain features are hidden (if they ask)
• Document any custom feature names you've set

Review access periodically

Every quarter, review:

• Which features are clients actually using?
• Are there inactive clients who should be revoked?
• Are export permissions still appropriate?
• Do audit logs show any unusual activity?

Troubleshooting

Client can't see a feature

Check these in order:

1. 1Is the feature enabled?

- Go to Settings → White-Label → Features - Verify the feature is toggled on

1. 1Does the client have brand access?

- Features don't appear if client has no brands assigned - Check their brand assignments in Client Management

1. 1Is the client account active?

- Revoked clients can't access the portal at all - Check their status is "Active" not "Revoked"

1. 1Has the client cleared their cache?

- Feature changes may require a page refresh - Have them log out and back in

Client can't export

Check these:

1. 1Is export permission enabled for this client?

- Open client detail drawer - Verify "Can export data" is enabled

1. 1Is there data to export?

- Empty reports can't be exported - Verify the brand has data

1. 1Is the browser blocking downloads?

- Some browsers block automatic downloads - Client may need to allow downloads from your domain

Client sees wrong brands

1. 1Check brand assignments

- Open client in Client Management - Verify the correct brands are assigned

1. 1Check for duplicate accounts

- Search for the client's email - Ensure there's only one account

1. 1Verify they're logged into the right account

- Multiple browser sessions can cause confusion - Have them log out and back in

Common questions

Can I have different features enabled for different clients?

No. Feature visibility is portal-wide and applies to all clients. If you need different feature sets for different clients, you would need separate teams with separate white-label portals.

Do renamed features affect reports?

Custom feature names appear in the sidebar and page headers. They don't currently appear in exported reports, which use standard terminology.

Can clients see each other's activity in audit logs?

No. Audit logs are only visible to agency admins. Clients have no access to audit logs and cannot see other clients' activity.

How long does it take for feature changes to apply?

Feature visibility changes apply immediately. Clients may need to refresh their browser to see the changes.

Next steps

• Overview - Return to white-label overview
• Client Management - Manage client access
• Branding & Customization - Customize the look and feel