Client workspaces and reporting
Agencies and consultants can bring their team and their clients into one organization, with roles that decide exactly who can see and change what.
Organizations, members and clients
Invite teammates as admins, members or viewers, attach projects to clients, and give a client read-only access to just their own reports.
Report snapshots
A report is a snapshot: the figures at the moment it was generated, reviewed and published. A published report never changes underneath your client.
Sharing and schedules
Share a report by private link with an expiry date, revoke it at any time, or schedule a draft to be generated weekly, monthly or quarterly for review.
What is available today
What works now, and what is waiting on something outside Publinza's code.
- Available
Organizations, roles and clients
- Available
Report snapshots, reviews and sharing
- Available
Client portal
- Not yet available
Report emails
Reports are shared by link today.
Want the details? Read the help article.
See it on your own website
Create a free account and add your website as your first project.