Private access
Sign in with the access provided by your portfolio administrator.
Ask your portfolio administrator to reset it. A reset signs out your existing sessions so you can sign in with the new password.
Setup links expire after seven days and work once. Ask your portfolio administrator to create a new setup link.
Account invitation
Checking your invitation…
Continue to sign inAsk your portfolio administrator to renew the invitation. Setup links expire after seven days and work once.
Your access
Only the businesses assigned to your account are shown here.
Action first
Reporting workspace
Explainable reporting from retained CPM observations.
Selected period
Trends
At a glance
Highlights
Fixed-rule signals point to notable evidence; they do not claim causality.
Last 30 minutes
Discovery
Page performance
Customer path
Business outcomes
Effective payments
Audience
Retained classification evidence
Collection
Breakdowns
Audit trail
Portfolio administration
Search business access and intake state, pause operations, or preserve a workspace in the archive.
Business workspace
Action first
Business workspace
Business workspace
At a glance
Public assets
Choose an image to inspect its usage, crop focus, variants, and publishing state.
Step 3 · Private draft
Preview runs every publication check and does not change the live website. Preview links expire after 15 minutes and are never indexed.
Step 4 · Live website
Saving a draft does not change the live website. Publish replaces the live content only after validation, activation, cache clearing, and live verification all succeed.
Audit trail
Every publish and rollback attempt, including failed checks, remains visible here.
Business workspace
Business workspace
Business workspace
Lead
Website inquiry
Attention queue
Leads, jobs, and tasks are gathered here by urgency. Use the focused Jobs and Tasks pages when you need the full lists.
Business workspace
Business workspace
Financial workflow
Effective-state history
Issued records and original payments are never rewritten. Corrections, reversals, voids, and deleted drafts remain attributable here.
Financial workflow
Review the document, its effective financial state, and its audit history.
Private storage
Downloads use one-minute private access. Files attached to issued financial records cannot be removed.
Business email
Messages
Open a message to read its thread and take action.
Email administration
Manage mail resources without exposing message content.
Safe service signals
Recovery readiness
Address boundaries
Plus-addressing is enabled by default. Catch-all delivery remains off and can only be changed by a portfolio administrator through a deliberate future workflow.
Managed resources
Safe audit facts
Portfolio administration
Invite people and manage identity, access, account state, and sessions.
Personal settings
Update your identity, password, and signed-in devices.
Optional encrypted IMAP and SMTP access for desktop or mobile mail apps.
Use the generated app password, not your CPM password. Trash and Junk are removed after 30 days, and permanent client-side expunge cannot be restored.
Review where your account is signed in.