Client Portal
Share a branded, read-only dashboard with your clients — no Cassian login required.
The Client Portal lets you generate a private, shareable link for each client store. When a client opens it, they see a clean dashboard showing their Cassian Score™ and monitoring data — without needing a Cassian™ account, and without being able to see any of your other clients.
What clients see in the portal
| Section | What's shown |
|---|---|
| Homepage screenshot | Latest screenshot of the store's homepage |
| Cassian Score™ | Animated score ring and recent trend |
| KPI cards | Pages scanned, open issues, issues fixed |
| Category breakdown | Score for each of the five score categories |
| Issues | Table of open issues from the latest scan, with details |
| Order Pulse | Order anomaly monitoring (when Shopify is connected) |
| Pricing Pulse | Price change monitoring (when connected) |
| PageSpeed | Mobile and desktop Lighthouse scores |
| Link checker | Summary of working, broken, and redirecting links |
| Sitemap | Sitemap health summary |
| Domain & SSL health | Expiry dates and certificate status |
| Security | Cassian Shield™ security summary |
| Uptime status | Current status and 24-hour uptime visual |
| Scan history | Recent scans and their scores |
What clients cannot see
- Your billing information or account settings
- Any other client's store
- Cassian settings or configuration
Setting up the portal
Go to the Portal section of Settings
Toggle Client portal ON
Click Generate token next to the site you want to share
Copy the portal link and send it to your client
The portal link doesn't require a login. Anyone with the link can view that site's dashboard, and it keeps working until you revoke or regenerate the token.
The portal link is shown exactly once, at generation — Cassian stores only a hash of the token, so the link can't be displayed again later. Copy it before closing the dialog. If you lose it, generate a new token; this invalidates the old link.
Each site gets its own unique portal token. A client with one site's link cannot navigate to any other site's portal. The org-level Client portal toggle disables every portal link at once — to cut off a single client, use Revoke next to that site instead.
White-label options
Basic branding is included with every Agency plan — no add-on needed. The Whitelabel add-on ($99/month) goes further: it removes Cassian branding entirely and lets portals run on your own domain.
| Option | Requires | What it does |
|---|---|---|
| Company name | Any Agency plan | Shows your agency name throughout the portal |
| Logo | Any Agency plan | Your agency logo appears in the portal header |
| Accent colour | Any Agency plan | The portal's highlight colour matches your brand |
| Hide Cassian branding | Whitelabel add-on | Removes Cassian references from the portal footer and from every card and widget |
| Custom domain | Whitelabel add-on | Portals load on your own domain (e.g. reports.youragency.com) |
Setting up a custom domain
Go to the Portal section of Settings and find Custom domain
Enter your domain (e.g. reports.youragency.com)
Cassian shows you the CNAME record to add in your DNS settings
Add the CNAME record with your domain registrar or DNS provider
Return to Cassian and click Verify — Cassian checks for the DNS record
Once verified, all your client portals are accessible at your custom domain
DNS propagation typically takes a few minutes, though it can occasionally take up to an hour.
Revoking portal access
In the Portal section of Settings, click Revoke next to the relevant site. The old link stops working immediately. Generate a new token for the same site if you want to share access again.
To disable every portal at once, turn the org-level Client portal toggle OFF — all portal links stop working until you turn it back on.
Frequently asked questions
Can clients log in and make changes?
No. The portal is view-only. Clients cannot change settings, trigger scans, or access anything beyond the dashboard for their store.
Can I share one portal link with multiple contacts at the client's company?
Yes. The link works for anyone who has it. Each person who opens it sees the same read-only dashboard.
What if a client shares the link with someone I didn't intend?
Revoke the token from the Portal section of Settings, then generate a new one and share it only with the intended recipients.
Do I need the Whitelabel add-on to use the basic portal?
No. The client portal — including your agency name, logo, and accent colour — works on any Agency plan without the Whitelabel add-on. Whitelabel removes Cassian branding entirely and enables custom domains.
Can I embed the portal in an iframe on my own site?
Yes. The portal is designed to support iframe embedding, so you can display it inside your own client reporting platform or website.
Can I password-protect a portal?
Not currently. The security model relies on the link being private. If you need to revoke access, regenerate the token.
How many client portals can I have?
One per site, with no limit on the number of sites. Every site in your Agency account can have its own portal token.