Product evidence and controls
An agency workspace with project boundaries
Keep multiple client projects organized while preserving who can read and change each record. Agency views summarize bounded saved evidence rather than firing provider requests for every client.
01
Find the relevant project
Filter loaded projects by domain, status, group and favorites. Cursor pages limit the dashboard to twenty projects at a time with recent audits, reports, recorded lifecycle states and activity. Stored connections are counted separately from verified permission.
02
Share only selected reports
For an existing signed-up client identity, explicitly select active project reports for the private portal. Client access does not grant organization membership or module access. Revocation and archived reports are respected; no invitation email is sent.
03
Manage roles carefully
Owners can change an existing non-owner team member’s role. Administrators cannot promote themselves to owner or transfer ownership. Invitations and ownership transfer need a separate workflow; organization branding uses owned assets.
Practical questions
Does a client receive the whole project?
No. The curated portal exposes selected active reports only.
Can an administrator change the owner?
No. Owner identity and owner membership are protected by the client rules and server role boundary.
Start with observable evidence
Run the bounded public scan on the homepage, then save a project when you are ready. Connected measurements need real authorization and available quota.