Portal Permissions — Prominara Docs

Portal permissions control what data and features clients can access. Each portal user can have a unique combination of permissions.

Available Permissions

View Scores

Allows users to see AI visibility scores, category breakdowns, and score history charts for their assigned sites.

Overall AI visibility score
Category scores (Content, Entity, Authority, Technical)
Score history and trends
Platform readiness indicators

View Recommendations

Allows users to see prioritized optimization recommendations from scans.

Critical, important, and suggested improvements
Impact and effort estimates
Recommended actions
Passed checks (what's already optimized)

View Competitors

Allows users to see competitor and entity data discovered in AI responses.

Competitor mentions and frequency
Sentiment analysis
Position tracking
Trend indicators

Download Reports

Allows users to view and download generated reports.

View report list
Open reports in browser
Download PDF files

A report stays visible only while its site is still assigned to the client. If you move a site to another client, unassign it or archive it, its reports leave the old client's portal.

Request Scans

Allows users to request new scans for their sites (coming soon).

Permission Combinations

Common permission sets for different client types:

Executive View

view_scores + download_reports - High-level overview only

Marketing Team

view_scores + view_recommendations + download_reports - Actionable insights

Full Access

All permissions - Complete visibility into AI performance

Competitive Intel

view_scores + view_competitors - Focus on competitive landscape

Managing Permissions

To update a user's permissions:

Navigate to the client's Portal tab
Find the user in the list
Click the edit icon
Toggle permissions on/off
Save changes

Permission changes take effect immediately - users may need to refresh their browser to see updated access.