Client Portal

Open and navigate the Client Portal

This guide explains open and navigate the Client Portal and what to check before you finish.

Reviewed by LocalCMO Editorial Team Last reviewed September 15, 2026

Before you start

You can open Client Portal.
You know the client and location you want to view.
You have access to the portal link, selected location, connected account status, and available report.

Steps

Choose the right scope
Open Client Portal and select the client and location you want to view.
Check the current state
Review the portal link, selected location, connected account status, and available report. Keep the current value or status visible before you make a change.
Open and navigate the Client Portal
Open the passwordless Client Portal, select the right location, and choose the reporting module that answers your question.
Review before you finish
Confirm the selected client and location before you rely on a report or request a change.
Confirm the saved or submitted result
The client can open the correct portal view and knows which changes require the agency administrator.

EXPECTED RESULT

What you should see when you finish

The client can open the correct portal view and knows which changes require the agency administrator.
The page shows the client or location you intended to change or review.
Any approval, publishing, or follow-up status is recorded separately from the draft.

If something does not look right

The option or data is missing

Check the selected scope, date range, account connection, and your permissions. Portal access and available controls depend on the agency setup, client permissions, and connected accounts.

The result does not match the source

Return to Client Portal, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.