Workspaces & Teams

Client Portal (Public Report)

Share campaign performance with clients without giving them dashboard access. Each workspace can generate a public report page accessible via a unique URL slug.

How It Works

The public report is a read-only page that shows workspace stats and campaign performance. It requires no authentication — anyone with the link can view it.

Report URL

Format: https://YOUR_DOMAIN/report/WORKSPACE_SLUG

The report page auto-refreshes every 60 seconds.

What the Report Shows

  • Hero stats — Total emails sent, open rate, reply rate, bounce rate
  • Campaign performance table — Each campaign with sends, opens, replies, status
  • Lead lists — List names with progress bars showing validation status
  • Overall summary — Aggregate metrics across all campaigns

Sharing with Clients

From the dashboard, click Share View-Only Link to copy the report URL. Send it to your client via email or messaging.

No login required

The report page uses public API endpoints (/api/v1/report/:slug/stats and /api/v1/report/:slug/campaigns) that don't require authentication.

Security

  • Report pages are read-only — no actions can be taken
  • The workspace slug acts as the access token
  • Reports only show aggregate stats — no individual lead emails or personal data
  • The report is responsive (works on mobile and desktop)

Client Role

Alternatively, you can onboard clients with the client role (via Admin → Clients). This gives them:

  • A login account with access to their workspace
  • Read-only view of campaigns, leads, and stats in the dashboard
  • No access to admin panel, other workspaces, or system settings