An agency workspace connected to three isolated client portfolios.
Across your client list
See who needs attention before opening thirty different accounts.
Start with a quick view across the portfolio, then open the client account where the evidence and next action live.
Needs attention
03 CLIENTS
Acme FencingAudit could not read 6 pages
Now
Harbor Build5 accepted fixes ready
12m
Miami CareDeployment needs verification
1h
Portfolio pulse
Healthy14 stable
14 days agoToday
Review queue
27 decisions waiting
8154
AcceptedPendingRejected
Local search
6 markets scanned
Miami2.4
Coral Gables4.1
Homestead7.8
Change trail
All systems normal
18Applied17Verified1Checking0Failed
The right access for each person
Give people the access their job calls for—and no more.
Owners and admins manage workspace settings and client permissions, while members run accounts and sites. By default, clients see only the businesses assigned to them, without agency settings, spending, or deployment controls. Owners and admins can separately allow client AI access and combined deploy/revert access.
A useful client portal is a focused one, not the agency dashboard with a different coat of paint.
Workspace capabilityOwnerAdminMemberClient
Review assigned findingsYesYesYesYes
Use AI featuresYesYesYesOwner/admin can allow
Run auditsYesYesYes—
Deploy or revert fixesYesYesYesOwner/admin can allow
Manage connectorsYesYesYes—
Invite or remove non-ownersYesYes——
Grant or remove ownershipYesYes——
A role matrix showing client defaults and the current permissions for owners, admins, and members.
NETRIX AUDIT REPORTacmefencing.example
JAN 15, 2026
Pages crawled
42
Issues found
18
High priority
3
Fixes applied
12
Issues by group
Titles8Images5Canonicals3
Example client audit report with crawl coverage, issue counts, fixes applied, and issue groups.
A better client update
Show the work without showing all the machinery behind it.
Client reports explain what the crawl covered, what it found, and how many fixes were applied. Share links can expire or be revoked, and the PDF uses the same numbers.
FocusedNo setup controls or agency-only actions.
AccountableApplied means written; verified means checked.
A day with Netrix
Pick up the work without asking where yesterday left it.
Portfolio review
Open the three clients that need attention, not all thirty.
Issue triage
Review grouped findings and approve the specific work that is ready.
Controlled deployment
Push accepted fixes through the site's active connector.
Client update
Share a report that separates recommendations from applied changes.