The client portal gives a client safe, limited access to their own site. Client users are unlimited and do not use team seats.
Steps
- Open the site and go to Site settings → Client portal.
- Turn on client access and choose the areas they get, such as the site editor, preview and feedback, inbox, analytics, SEO, forms or settings.
- Invite the client by email and choose a role: Can edit content, Can review or Can view.
- Decide whether Clients need your approval to publish. With it on, each publish comes to you as a request.
What clients can do
- Change the words, images and form text you open up, in a simple editor.
- Use AI to rewrite a single field, if you allow it.
- Comment on the design and send Ask for a change requests to your team.
- Publish their changes, with or without your approval.
Good to know
- Clients cannot use AI to change the design or layout, add pages, or touch billing, domains, integrations or your team.
- The first publish of a site always stays with your team, because it starts that site's monthly charge.
- Set up white-label branding first so invitations carry your brand. See White-label Mondovo for your agency.
- Want them to have full control? See Give a client full control of their site.