Clients don't need an account to view reports. The simplest way is to publish a report or board and send them the link. If you'd prefer they have a login, you can also add them as a guest.
Option 1: Share a published link (recommended)
Publish any report or board and send your client the URL. They can open it in any browser, browse the data and adjust the date range without signing up or logging in. They can't edit anything or see any other part of your workspace.
Open the report or board you want to share.
At the upper-right, select Unpublished.
Select Publish and copy the link.
Send this link to your client. It stays live until you unpublish it.
Publishing a board (which groups multiple reports together) gives clients a full overview of their results in one link, with no login required.
Option 2: Add the client as a guest
If your client prefers to log in and browse reports themselves, invite them to the workspace as a guest. They get read-only access to that workspace and won't see any of your other workspaces in the organization. Follow the steps in Invite team members to Superads and select guest as the role.
Guests still need an account to log in. For clients who just want to view data without signing up, the published link is the easier option.
Read more
For step-by-step invite instructions, see Invite team members to Superads.
For what guest access includes, see Superads user roles.
Still need help? Chat with us using the icon in the bottom-right corner of your Superads account.