Client portal: let customers see posture without your console
Branded read-only views — executive summary, reports, and open POA&M items.
Subtitle: Branded read-only views — executive summary, reports, and open POA&M items.
Not every client stakeholder needs an analyst seat. The Client Portal exposes curated, read-only posture views: scheduled reports, compliance summary tiles, open remediation items, and optional browsing summaries — under MSP white-label branding.
Route: Settings → Client Portal · Support wiki → Client portal
What clients typically see
SurfaceStakeholder Executive dashboardOwner, CFO Published reportsIT manager Open POA&MRemediation owner Compliance %Auditor (read-only link)
What stays MSP-internal
Threat Center full queue
Raw browsing session detail (configurable)
Cross-client MSP rollups
Integration credentials
Portal scope is per client org — no neighbor tenant leakage.
Enablement checklist
Configure white-label logo and colors
Select portal modules to expose
Invite client users with portal role (email invite)
Publish first scheduled report to portal archive
QBR walkthrough live on portal URL
Sales angle
> “You get 24/7 visibility into posture and compliance progress — we retain operational control and PSA workflow.”
Differentiates from EDR vendor portals that show only their product silo.
Security posture
Separate auth from MSP analyst accounts
MFA recommended (Entra SSO when configured)
Session timeout per platform defaults
Related: Reports and executive binders · Custom dashboards · White-label MSP branding wiki
Demo: dual-strike.com
Portal module list is configurable — ship only what the contract includes.