In SerpWatch, you can grant view-only project access to clients directly from the main Dashboard.
View-only access allows the client to see all the project rank data from their Client Portal, but it prevents them from changing the tracking settings and incurring additional costs.
# How to Assign a Project to a Client?
- Log into the Client Management dashboard and scroll down to the project list:
- Find the project you want to assign to a client, click the three-dot-button on the right(1), and select “Assign Project”(2):
- This should return a success message and you can now log into the Client’s Portal to see the project you assigned them.
- To log into the Client’s Portal, click your profile icon(1) and select “Client Management”(2):
- Next, click the “Agency Clients” button in the left-hand-side toolbar:
- Click the client you have assigned the project to:
- You have now accessed the Client’s Portal and you will find the project you have assigned them in the project list:
# How to Unassign a Project from a Client?
To unassign a project from a client, log into the Client’s Portal and check the box next to the project you want to remove:
Next, click the trashcan icon at the top of the Projects list:
To confirm, type the word “DELETE” in all caps and click “Delete Projects”:
