Automation

Create a read-only client portal

An Agency client portal shares dashboards and data for selected products without requiring each client to create a Dashloom account. A client cannot see other clients, workspace members, or connector settings.

Create and share a portal

  1. Add the product, connect its data, and confirm that its status is live.
  2. Open Agency and create a client.
  3. Select only the products that client may view.
  4. Create a 30-day access link and copy it immediately. The original link is shown only once.
  5. Open the link in a private browser window and verify the branding, products, and metrics before sending it.

What the client can see

The portal is read-only and queries only products explicitly assigned to that client. It does not expose workspace credentials, members, other clients, unassigned products, or editing controls.

When client access changes

Do not keep forwarding an old link. Revoke it, update the client's product assignment, and issue a new link. Expired or revoked links stop working immediately.

The access token is random and only its hash is stored. Treat the link like a password and send it through a trusted channel.

The Community edition includes this flow for self-hosted workspaces. Dashloom Cloud also offers shared AI capacity and client report delivery on the Agency plan.