The client portal
Let clients log in and see only their own reports.
- Invite the client in Settings, Team, with the Client viewer role.
- Open the client in Lumina and go to the Client access tab.
- Click Give access next to the viewer.
- Open a saved report and click Show in client portal.
- Client viewers see only the clients you give them, and only reports marked for the portal.
- A template in the portal shows for every client the viewer can see.
- Viewers can change the date range, save a PDF, and read and write comments.
- Only owners and admins can give or remove client access.
Open in Lumina:Team settings