Passwordless Portal & Task Access (Magic Links + Secure View Links)

Add the ability to share secure, passwordless access to:

• Full client portal views
• Individual task approvals
• View-only public links for specific widgets, dashboards, or tasks

The Problem

Requiring clients to log in slows approvals, delays projects, and creates unnecessary friction — especially for non-technical users.

What This Would Allow

With a secure magic link or tokenized URL, clients could:

• View reports, dashboards, widgets, or updates
• Open a specific task
• Review attachments
• Leave a comment
• Approve / Reject
• Mark complete (if permissioned)

All without logging in.

Suggested Guardrails

• Time-limited links (configurable expiration)
• Single-use or multi-use options
• Scoped permissions (portal-wide, task-specific, or view-only public)
• Revokable access
• Basic audit trail

Why This Matters

• Faster approvals
• Less client friction
• Better adoption among non-technical users
• Improved workflow efficiency for agencies

Secure, controlled access without the login barrier.