Keep client work organized
Separate projects keep client questions and competitors together. Workspace roles control access; a public report shares only its explicit snapshot, not the live workspace.
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Separate projects keep client questions and competitors together. Workspace roles control access; a public report shares only its explicit snapshot, not the live workspace.
Tie an action to the answers or page checks that support it. Explain what was observed, what remains uncertain and how you will check the result.
Use reports, expiring client share links and CSV export. Include the window, engines and coverage so a client understands what a result represents. Check Pricing for project and engine allowances.
A client project is part of its workspace. Assign separate workspaces where clients need separate membership boundaries; a project name alone is not an access boundary.
See what a client would receive in the sample report, how the figures are counted in the methodology, and every screen your team would work in on the features page.