Daylytix supports two built-in roles: Admin and Client. Admins have full control over the account; client users get a read-only view scoped to their own domains. This lets you invite clients to view their own reports without exposing your agency's other accounts or settings.
Role overview
Full permissions table
| Feature / action | Admin | Client |
|---|---|---|
| View audit reports | ✓ All clients | ✓ Own domains only |
| Download PDF reports | ✓ | ✓ |
| Run a new audit | ✓ | ✗ |
| Schedule audits | ✓ | ✗ |
| View rank tracker | ✓ | ✓ Own domains |
| View GSC / GA4 data | ✓ | ✓ Own domains |
| Manage integrations | ✓ | ✗ |
| Edit agency branding | ✓ | ✗ |
| Add / remove clients | ✓ | ✗ |
| Manage team users | ✓ | ✗ |
| View billing | ✓ | ✗ |
| Generate share links | ✓ | ✗ |
| Use AI features | ✓ | ✗ |
| Compare audits | ✓ | ✓ Own domains |
Creating a client login
Client logins give your clients their own username and password to log in to Daylytix and see a portal scoped to their domains only. They will not see any other client's data.
Click the + Invite user button.
This will be their login email. Use the client's own email — not an internal alias.
Choose Client from the Role dropdown. Do not select Admin unless you intend to give full account access.
Select which of your client domains this user should be able to see. You can assign one or more domains — all others will remain hidden.
Click Send invite. The client receives an email with a setup link valid for 48 hours. They set their own password on first login.
reports.youragency.com) instead of the Daylytix domain — fully branded with your logo and colours.Shareable links vs. client logins
You have two ways to share reports with clients:
| Method | Best for | Requires login |
|---|---|---|
| Shareable link | One-off report delivery, no ongoing access needed | No |
| Client login | Ongoing self-service access, regular reporting cadence | Yes |
Shareable links are quick to generate but expire after 90 days by default. Client logins persist until you revoke them and give clients access to all future audits for their domains automatically.
Managing existing users
All users (admin and client) are listed in Settings → Team & Roles. From this list you can:
- Reassign domains to a client user
- Promote a client to admin or demote an admin to client
- Resend the invite email if the original link expired
- Revoke access by clicking Remove user — this immediately logs them out
Notes for multi-user teams
- All admin users share the same audit history, settings, and integrations — there is no per-admin scoping
- If two admins trigger audits simultaneously for the same domain, the second audit will queue and run after the first completes
- Audit reports show which user triggered the run in the run history table
- Email alerts for scheduled audits are sent to the email configured per schedule, not to all admins
Self-hosted installations
If you are running Daylytix on your own server, user management works identically to the hosted version. Users and roles are stored in the local config and do not sync to Daylytix's cloud. You are responsible for securing access to the admin interface — at minimum, place it behind HTTPS and restrict access by IP if possible.