Portal Permissions
Understanding and configuring portal user permissions.
Last updated: January 27, 2026
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
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.