Client Management
Every tool invents its own id for the same real business. Link a client's GBI record to its matching Report by YEA account and SEO Tracker project so the Hub — and future deep links — know they're the same customer.
Clients
| Client | Login email | GBI | Report by YEA | SEO Tracker | AI connection |
|---|---|---|---|---|---|
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Create a client here to give them a login and subscribe them to tools. Clients onboarded through GBI's Client Intake also appear automatically (mirrored from GBI). BuyerRadar isn't listed — it's open to every client, so there is nothing to link or subscribe. AI connection is read-only here: each login switches Connect your AI (Claude / ChatGPT, read-only access to their own SEO Tracker and GBI data) on for itself in its Settings page, per business. “AI on: 1/2” = 1 of this client's 2 logins has. In Edit logins, “AI connection on” lets support switch it for one login, and “Hide from this login” → Connect your AI is the kill switch (blocks the login from turning it on and cuts an existing connection).
Report by YEA — client access
Every client's Report by YEA card reads Coming Soon until you tick them here. Ticking one turns their card into a live Open tool link straight into their own report. Untick to withdraw it again — it takes effect on their next page load. Clients with no Report by YEA data sit at the bottom as N/A; pick their Report account from the dropdown to link them, then tick.
| Open | Client | Report by YEA account | Status | |
|---|---|---|---|---|
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Internal accounts (admin / manager / staff) always see the real tool — this list only controls what external client logins get.