The client portal

The client portal is a small, separate area of Kredia for your clients. A client signs in with a one-time code sent to their email, sees their details and connected accounts, and can connect their own Instagram, Facebook or TikTok account. It is view-only: clients can't create, edit or approve posts there.

What clients can do today#

• See how many platforms are connected (the Connected platforms number at the top).
• Check their details under My details: name, email, phone, company and industry. These are read-only; to change them, the client asks you, and you edit the client in Kredia.
• Connect their accounts under Your accounts: Instagram, Facebook and TikTok. They sign in on the network's own page, so neither you nor Kredia sees their password.

What isn't in the portal yet#

• Posts and analytics. The Posts this month and Impressions (30 days) tiles say Coming soon.
• Approvals. Clients can't approve or reject posts in the portal. Only your team approves posts, inside Kredia. Client sign-off is planned for later.
• Other networks. YouTube, LinkedIn, Pinterest, Threads and Google Business Profile can't be connected from the portal. Connect them yourself from the client's card.

How clients get in#

1. Make sure the client's email in Kredia is their real inbox. The sign-in code goes there.
2. On the Customers page, use Send welcome email on the client's card. The email links to the portal.
3. The client signs in at the portal with a code. See How clients sign in to the portal.

See also#

• How clients sign in to the portal
• How to connect your accounts as a client
• How approvals work
• How to add a client