Portfolio operations
Bring the agency's attention together without mixing client data.
A multi-client system needs a portfolio view and strong separation underneath it. Define the account, business, website, location, membership, provider credential, and reporting boundary before building dashboards on top.
What to look for
Get the answer without losing sight of where it came from.
Start with who owns each record
Resolve client data through the active account instead of trusting a global ID supplied by the browser.
Use summaries for portfolio attention
Show counts and statuses without exposing the underlying record across account boundaries.
Design client access on purpose
Give clients explicit business assignments instead of letting them inherit the agency's navigation.
Put the guide to work
Understand the issue, check the page, and choose the next step.
The strongest audits leave room for context. Confirm what happened, rule out the common false positives, decide who owns the fix, and check the page again afterward.
Open the full check libraryStart with who owns each record
Resolve client data through the active account instead of trusting a global ID supplied by the browser.
Use summaries for portfolio attention
Show counts and statuses without exposing the underlying record across account boundaries.
Design client access on purpose
Give clients explicit business assignments instead of letting them inherit the agency's navigation.
From finding to follow-up
See where the work stands—and what still needs to happen.
- 01Found
Netrix records the page and the issue it found.
- 02Reviewed
Someone checks the finding in context.
- 03Approved
The right person chooses what should change.
- 04Applied
A supported connection accepts the change.
- 05Checked
Netrix reads the public page again.
- 06Shared
The report summarizes the audit and fixes currently marked applied.
A few things worth knowing
Netrix can prepare the work. Your team still makes the call.
- 01Nothing publishes itself
AI drafts and supported SEO changes wait for an authorized person to act.
- 02A write is not proof
Netrix records when a provider accepts a change, then checks the public page separately. If it cannot read the page, the result stays unknown.
- 03Limits belong in the open
When a feature depends on another provider or stops short of a complete workflow, the page should say so.
Keep exploring
More on this part of the work
Technical SEO guide
A good technical audit tells the team what to do next.
A practical technical SEO audit process for setting scope, checking crawl quality, prioritizing issues, planning fixes, and reporting results.
Workflow guide
Plan the audit around the handoffs where work usually gets lost.
Connect crawl findings, review, assignment, implementation, QA, and client reporting in one practical SEO audit process.
Prioritization guide
Severity matters, but it does not decide what your team should fix first.
Prioritize technical SEO findings by impact, reach, confidence, page value, implementation risk, and the effort required to check the fix.
See how it fits your team