Private access
Sign in with the access provided by a Portfolio Owner.
. The link expires after 30 minutes; completing recovery revokes existing sessions.
Setup links expire after seven days and work once. Ask an Owner to create a new setup link.
Account invitation
Checking your invitation…
Continue to sign inAsk a Portfolio Owner 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
Reporting from retained CPM evidence.
Selected period
Last 30 minutes
Trends
At a glance
Highlights
Fixed-rule signals point to notable evidence; they do not claim causality.
Discovery
Page performance
Customer path
Business outcomes
Effective payments
Audience
Retained classification evidence
Collection
Breakdowns
Audit trail
Access administration
Manage business access, intake, and lifecycle state.
Business workspace
Action first
Directory workspace
Review listings, public information, ownership, and directory health.
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 an Owner through a deliberate future workflow.
Managed resources
Safe audit facts
Portfolio administration
Manage invitations, access, and account state.
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.