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Client Portals

How It Works

  • One portal per NinjaCat account. Each NinjaCat account has a single Client Portal. All client users that have been invited to the portal can log in and view the content that's been published to it.
  • You control what's visible. Only Agent-generated Artifacts (including any file types and static websites) and Data Apps that a NinjaCat user explicitly publishes to the portal are visible to invited clients.
  • Clients log in securely. Invited users authenticate before they can see any content. And, they can be invited to more than one portal.

Access & Permissions

PortalView is a user-level permission toggle. When enabled for a NinjaCat user, that user can:

  1. Access and view the Client Portals.
  2. Invite client users to Client Portals.

If a user does not have PortalView enabled, they will not see the Client Portals and cannot invite clients.

Publishing Artifacts to a Portal

Agent-Generated Files & Static Websites

Any agent-generated file or artifact includes a Publish button. To publish:

  1. Locate the file or artifact you want to share.
  2. Click Publish.
  3. Optionally adjust the File Name as you want the file to appear as in the portal.
  4. Select the portal you want to publish it to.

The item will immediately become visible to invited portal users upon their next view.

Data Apps

Data Apps can also be published directly to a portal via their configuration settings:

  1. Open the Data App and navigate to its Configure settings.
  2. Click the Publish button.
  3. Select the portal to publish to.
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Important — cross-account data visibility: When you publish a Data App to a portal, any data that Data App has access to across accounts will be visible in that portal. There is currently no account-matched filtering between portals. Review the Data App's data access scope carefully before publishing to a client-facing portal.

Viewing a Portal

Internal NinjaCat users can open a portal at any time to see exactly what clients see:

  1. Open an Account's Command Center.
  2. Click More Actions.
  3. Select Open Portal.

From inside the portal, you and your invited customers can view all Data Apps and agent artifacts that have been intentionally published there. Internal users can also unpublish items directly from within the portal view.

Multiple accounts? Internal users can toggle between accounts they have access to using the account switcher at the top of the portal.

Inviting Customers

Client users are managed from the Account Command Center:

  1. Open an Account's Command Center.
  2. Click More Actions → Settings.
  3. Select the Account Portal tab.
  4. Add the client users you want to invite.

Invited users will receive an email to accept the invitation and securely log in. If a client is invited to multiple portals (across multiple accounts), they can toggle between those accounts at the top of the portal.

Note: Portal users do not appear in your overall NinjaCat User list. Portal users are managed separately from internal users.

Note: A user can only be invited to a Client Portal if they are not already a NinjaCat user.

FAQ

Can I have more than one portal per account? No. Each NinjaCat account has exactly one Client Portal.

Will my clients see everything in my account? No. Clients only see artifacts and Data Apps that have been intentionally published to the portal.

Who can invite clients? Any NinjaCat user with the PortalView permission toggle enabled.

How do I give a teammate access to manage the portal? Enable the PortalView permission toggle for a user role, and assign that role to the user. This grants them access to the portal and the ability to invite clients.

Can portal users see data across all accounts? Portal users see only what is published to the portal they are invited to. However, note that a published Data App may surface data from multiple accounts depending on its configuration — review the cross-account data warning under Publishing to a Portal above.

How do I unpublish something from a portal? Open the portal (Account Command Center → More Actions → Open Portal) and unpublish items directly from within the portal view. Only internal users with the PortalView permission can do this.