Margin One
Client Portal
Branded workspace for documents, tasks, and reports
Your branded operating workspace
Client Portal
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.
Request a Platform DemoBranded for your company
Portal workspace preview
Documents, dashboards, goals, and meeting notes in one tenant-scoped workspace — not another generic SaaS login.
Open portal template previewM1COS Client Workspace
LiveActive 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.
Give leadership one workspace
Stop emailing PDFs. Run your operating rhythm inside a branded M1COS portal.