Client Portal Management
Manage client portal access, publish gap reports, and control what each client can see.
1
Invite client contacts
Add client users with their email. They receive an invite link to set their password.
2
Publish gap report
Once discovery is complete, generate and publish the gap report. Clients can view it immediately.
3
Unlock program access
As the security program progresses, upgrade clients to 'Program' stage for live tracking.
Select Client
No clients yet
Create an engagement first — each engagement is linked to a client. Once you have at least one engagement, you can manage portal access here.
Go to All Engagements