Every client is different. One wants to see rankings daily; another wants only a monthly report. Three boxes in the project's settings decide what a client sees and what needs their sign-off.

By the end you can

Show or hide portal pages
Require client approval before articles publish
Let the client send work requests

Screens used

Project settings

Steps

1
Open the project's settings
On: Project settings
Open the project and press Settings at the top right of the project home.
You should see: The Project settings page.
2
Choose the portal pages
On: Project settings
Find the client portal visibility box. Switch each item on or off: Performance summary, SEO recommendations, Coming up tasks, Content, Audits, Keywords and Notes. Everything a client sees is read-only.
You should see: Only the pages you want are switched on.
3
Require approval before publishing
On: Project settings
Under Client approval tick Require client approval before publishing if no article should go live without the client's yes.
You should see: Articles in this project must be approved by the client before they can be published.
4
Accept work requests
On: Project settings
Under Client request form tick Accept reminder requests from the client portal.
You should see: Request work and My requests appear in the client's menu.
5
Check as the client would
On: Project, Portal
Open the project and add /portal to the end of the address in your browser to see the client's home page.
You should see: The portal shows only what you switched on.

Tips

Notes are internal by default. Switch them on for clients only if the notes are written for them.
Individual tasks have their own Show in client portal tick box.

Troubleshooting

The client still sees a page you switched off.: Their menu updates the next time they load a page. Ask them to reload.
Your team cannot publish an article.: Require client approval before publishing is ticked for this project. Wait for the client's approval, or untick it here.

One row per shot, in the same order as the guide. Estimated length 1:58, recorded signed in as Owner. Use made-up data only. How to record

0:00Title card

Say: Control what a client can see and must approve. Choose which pages appear in a client's portal, require approval before publishing and switch on work requests.

Hold until you see: Lesson title on screen for three seconds.

0:19Step 1: Open the project's settings (Project settings)

Say: Open the project and press Settings at the top right of the project home.

Hold until you see: The Project settings page.

0:33Step 2: Choose the portal pages (Project settings)

Say: Find the client portal visibility box. Switch each item on or off: Performance summary, SEO recommendations, Coming up tasks, Content, Audits, Keywords and Notes. Everything a client sees is read-only.

Hold until you see: Only the pages you want are switched on.

0:54Step 3: Require approval before publishing (Project settings)

Say: Under Client approval tick Require client approval before publishing if no article should go live without the client's yes.

Hold until you see: Articles in this project must be approved by the client before they can be published.

1:10Step 4: Accept work requests (Project settings)

Say: Under Client request form tick Accept reminder requests from the client portal.

Hold until you see: Request work and My requests appear in the client's menu.

1:23Step 5: Check as the client would (Project, Portal)

Say: Open the project and add /portal to the end of the address in your browser to see the client's home page.

Hold until you see: The portal shows only what you switched on.

1:40End card

Say: That is control what a client can see and must approve. The written steps are on this lesson's page in the ItzSEO course.

Hold until you see: End card with the lesson link.

0 of 7 checked

Step 1: Open the project's settingsYou should see: The Project settings page.
Step 2: Choose the portal pagesYou should see: Only the pages you want are switched on.
Step 3: Require approval before publishingYou should see: Articles in this project must be approved by the client before they can be published.
Step 4: Accept work requestsYou should see: Request work and My requests appear in the client's menu.
Step 5: Check as the client wouldYou should see: The portal shows only what you switched on.
Problem case: The client still sees a page you switched off.You should see: Their menu updates the next time they load a page. Ask them to reload.
Problem case: Your team cannot publish an article.You should see: Require client approval before publishing is ticked for this project. Wait for the client's approval, or untick it here.

By the end you can

Screens used

Steps

Open the project's settings

Choose the portal pages

Require approval before publishing

Accept work requests

Check as the client would

Tips

Troubleshooting

Related lessons