How to set one up
- Open Team in the sidebar.
- Enter your client’s email and pick the Client role.
- Add the one project they should see (you can add more than one if the engagement covers multiple brands).
- Send the invite. On their first sign-in they land in your org with access to exactly that project.
What a client sees
Everything read-only on their assigned projects: the dashboard, topic performance, citations, workstreams, and reports, including the PDF download. The numbers they see are the same numbers you see. What they don’t get:- No edits, anywhere. They can’t run prompts, change brands or topics, touch the schedule, or alter settings. Read-only is enforced on the server for every write, on every project, even if you accidentally assign them as manager.
- No other projects. A client assigned to Acme has no way to know Beta exists.
- No org internals. No Team page, no Usage page, no billing, no org API keys.