DaylytixA Daylytix account belongs to one person. There are no extra team seats and no separate client logins for customer accounts. This page explains how to give clients and colleagues access to results anyway.
Giving a client access
Clients don’t need a login to see their results. Choose one of these:
| Option | What the client sees | Plan |
|---|---|---|
| Share link | The full audit, read-only, in the browser. Created from More → Share Report in an open audit, valid for 7, 14, 30, 60 or 90 days or without expiry. | All plans |
| Client Portal | A simpler, client-friendly view of one audit, opened by link. Created in Agency → Client Portal with a label and an expiry (default 30 days). | Agency |
| Report file | The PDF, PowerPoint or Excel file you download and send. | All plans (PowerPoint on Pro and Agency) |
| Scheduled PDF email | A PDF report emailed to one address after each scheduled audit, through your own SMTP settings. | All plans |
Share links and portal links can be revoked at any time from the window where you created them.
Working with colleagues
Team seats are not available yet. Until they are, the practical options are:
- Send colleagues a share link to the audit they need, or the PDF or workbook.
- Use the Issue Tracker and Annotations in the Monitoring group to keep a record of what was found and done, so anyone with access to the account sees the same history.
Don’t share your password. Your account holds your AI keys and connected Google accounts. If several people need to work in it, contact hello@daylytix.com and tell us how you work - it helps us plan team accounts.
Keeping shared links safe
- Anyone with a link can open it, so send it only to the people who need it.
- Pick an expiry that matches the engagement rather than “never”.
- Revoke links when a client relationship ends.
Still stuck?Email us and we reply within 24 hours on working days.
hello@daylytix.com