Overview

The Client Portal is a shareable, client-facing security posture dashboard. It lets you give clients visibility into their Microsoft 365 security status without exposing the full Optimize365 management interface.

Open the Client Portal

On the client card, click the three-dot menu and select "Go to Client Portal".

What the Client Portal Shows

Score trending

A line chart at the top shows the client's security score over time, making improvement trends and regressions easy to see.

Downloadable reports

• One-Pager Report — a concise executive summary for quick reviews
• Full Report — a detailed breakdown of all controls, findings, and recommendations

Dashboard tabs

• Security Controls — overall security score, passing/failing control counts, and a breakdown by Microsoft 365 component (Admin Center, Defender, Purview, etc.)
• Compliance Frameworks — mapping of controls to compliance standards
• User Security — user-level security posture summary
• App Registrations — non-human identity health overview
• Licenses — license utilization summary

Security posture overview

• Overall Security Score — percentage of controls passing (e.g., 74 of 149 controls)
• Control Status Distribution — pie chart of Pass, Fail, and Other counts
• Security by Microsoft 365 Component — per-component scores (e.g., Admin Center 50%, Defender 33%, Purview 25%)

Use Cases

• Share the One-Pager Report in business reviews; send the Full Report to the client's technical contact.
• Show remediation progress by making a project Visible to client in Project View.

Related Articles

• Project View
• License Info
• App Registrations