# What your client sees

> For agencies: your client's Home, under your name. Decisions to approve, the last 30 days, what you changed, the latest report and how to reach you.

- Source: https://taseli.co.il/en/help/client-portal
- Category: Agencies and teams › Reports and clients
- Updated: 2026-10-15

A client you invite as “Approve only” or “View only” gets a calm Home of their own, under your agency's logo and name. It shows what they need, and nothing about how you run the agency.

## What's on their Home

| Part | What it shows |
| --- | --- |
| Your decisions | What waits for their OK. Small changes approve in one tap; a bigger one opens first |
| Last 30 days | Results and the cost of each, against the 30 days before |
| What you did lately | Changes made, undone, kept because they worked, and test results |
| Latest report | The newest report you sent, opened by its private link |
| Questions? | Your email or WhatsApp, if you added them |

Before their ad account is connected, they see one line: you're setting things up, nothing to do on their side.

**What a client never sees**

- Your team, your billing or your other clients.
- A “connect an account” button.
- Alarm red over a step back: good news shows in green, a dip stays muted.

## Set it up

1. **Invite the client**: Settings › “Team” › “Invite someone” › “Approve only”, and pick the client. See [Team and roles](https://taseli.co.il/en/help/team-and-roles.md).
2. **Add how they reach you**: Settings › “Your business” › “How your clients reach you”. Email, WhatsApp, or neither.
3. **Add your logo**: Settings › “Your business” › “Logo”. See [Your photo and your logo](https://taseli.co.il/en/help/photo-and-logo.md).

## FAQ

**Can a viewer approve?** No. “View only” reads the decisions; “Approve only” answers them.

**Does the client get the monthly report too?** Only if you turned on automatic sending for them. See [Monthly client reports](https://taseli.co.il/en/help/monthly-client-reports.md).

**What does the client's bell show?** Their own decisions, problems and changes. Never team changes.

## Related articles

- [Agencies: MCC, team and client approvals](https://taseli.co.il/en/help/agency-mcc-and-client-portal.md): Connect your MCC once, set up each client in a few taps, invite your team, and let the client approve changes on WhatsApp or in the app.
- [Monthly client reports that send themselves](https://taseli.co.il/en/help/monthly-client-reports.md): For agencies: on the 1st at 09:00, last month's report goes to the client on WhatsApp or by email, under your agency's name. Turn it on per client.
- [Your photo and your business logo](https://taseli.co.il/en/help/photo-and-logo.md): Add your own photo, and your business's logo or your site's icon. Where each one shows, including on report covers, which files work, and who can change it.
- [Weekly summary and client reports](https://taseli.co.il/en/help/weekly-reports-white-label.md): A weekly summary on WhatsApp or email, and reports you create in the app, edit by chat and share as a private link or PDF.

[All help articles](https://taseli.co.il/en/help/llms.txt)