Client Portal
Share a white-label, 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 |
|---|---|
| Cassian Score™ | Animated score ring and recent trend |
| PageSpeed | Mobile and desktop Lighthouse scores |
| Link checker | Summary of working, broken, and redirecting links |
| Domain & SSL health | Expiry dates and certificate status |
| Uptime status | Current status and 24-hour uptime percentage |
What clients cannot see
- Individual scan issue details
- Your billing information or account settings
- Any other client's store
- Cassian settings or configuration
Setting up the portal
Go to Settings → Portal
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 is permanent and doesn't require a login. Anyone with the link can view that site's dashboard. If you need to revoke access, regenerate the token.
Each site gets its own unique portal token. A client with one site's link cannot navigate to any other site's portal.
White-label options
The Whitelabel add-on ($99/month) removes Cassian branding from all your client portals and replaces it with your own.
| Option | What it does |
|---|---|
| Company name | Replaces "Cassian" with your agency name throughout the portal |
| Logo | Your agency logo appears in the portal header |
| Accent colour | The portal's highlight colour matches your brand |
| Custom domain | Portals load on your own domain (e.g. reports.youragency.com) |
| Hide Cassian footer | Removes all Cassian references from the portal footer |
Setting up a custom domain
Go to Settings → Portal → 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
Go to Settings → Portal → Tokens → 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.
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 Settings → Portal → Tokens → Revoke, 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 basic client portal works on any Agency plan without the Whitelabel add-on. Whitelabel removes Cassian branding 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.