A page for each client
A branded, read-only page with the results, map and weekly report of the flows you pick.
Agencies and partners can give each client a page of their own. On Results, Shared links, an organization admin presses New client view, names the client, picks the flows to show and what to show of them: Latest results, A map and The weekly report (what each flow found this week and about how many hours it saved).
- The page is under your organization’s logo and colour (Settings, Logo and colour), and opens by its link without an account.
- It shows the results’ plain facts only (name, kind, place, rating, website, phone, score), never notes, statuses or who works them, and nothing that leads into the app.
- It shows what you can see, as it is when it is opened: a flow archived or made private leaves it.
Stop sharing ends the link at once; Share again makes a new one. Edit changes the flows, the note at the top and what it shows. Client views are listed with every other shared link, with how often each was opened.