Margin One
Client Portal
Branded workspace for documents, tasks, and reports
Your branded operating workspace
M1COS includes a secure client portal where your leadership team accesses embedded reports, documents, goals, meeting notes, and tasks — branded for your company, isolated per tenant.
Branded for your company
Portal workspace preview
Documents, dashboards, goals, and meeting notes in one tenant-scoped workspace — not another generic SaaS login.
M1COS Client Workspace
Sample DataActive users
12
Leadership + ops
Reports viewed
48
+12%
Documents
23
Shared files
Open tasks
7
3 overdue
Portal engagement this monthOn track
What clients access
Portal capabilities
Embedded reports
Looker Studio and custom dashboard embeds.
Goals & meetings
Quarterly targets and weekly meeting notes.
Documents & tasks
Shared files and owned action items.
Tenant isolation
Strict RLS — no cross-client data access.
See this on your own numbers — one conversation to start.
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