Serve clients Pro · Growth+
Client portfolio
Every client site's score, errors, coverage and trend on one screen, straight from their WordPress, with no external service in between.
Included in the Growth, Agency and Unlimited plans.
Updated for Lumtera 1.2.2 and Lumtera Pro 1.1.1.
Overview
The client portfolio is under Lumtera → Portfolio on your own WordPress site, which acts as the hub. Connect a client site asks for the Site address, a Username and an Application Password. The hub contacts the site straight away, so a wrong password, a redirect or a missing plugin shows as an error while the form is still in front of you. On the client site you install the free Lumtera plugin, add a user with the Lumtera Reporter role, and create an Application Password for that user.
The screen opens with the Average score, the Median score, Errors and the number of sites. The Sites table lists each site, by its address with any port and folder so two sites on one host can be told apart, with its Score, a 90-day score sparkline, Errors, Needs review, Checked, Coverage and the change since last month. Each site's own page has Show the numbers, a table of its daily figures. Order it by Most errors first, Regressed since last month, Lowest score first or Name, and filter it by the labels you give sites, such as a care plan. With selected sites, Sync now reads the latest numbers and Queue full rescan checks a site's content again in the background.
Each site has its own page with its history, a comparison with the portfolio median, the numbers on two dates you choose, statement status and feedback from visitors, client emails and its connection settings. When the client site also runs Lumtera Pro, the page shows what changed between its last two full checks, and overdue feedback is counted.
Why does it matter?
Freelancers and agencies look after many sites. Logging in to each one to see whether anything has slipped does not scale, and sending client data to yet another cloud dashboard raises its own questions.
What do you get?
- Up to 5 client sites on Growth, 25 on Agency and no set number on Unlimited.
- A 90-day score sparkline for each site, described in text for screen readers, with the daily numbers as a table on the site's page.
- Sort by most errors or by sites that got worse since last month, filter by your own labels, and compare each site with the portfolio median.
- Statement status and open feedback for each site.
- Sync or queue a full rescan for many sites at once.
How does it work?
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Install free Lumtera on client sites
Create a Lumtera Reporter user and an Application Password.
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Connect the site
Under Lumtera → Portfolio on your own site, paste the address, username and password.
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Watch every site from one screen
Sites sync twice a day, and the worst ones come first.
Who is it for?
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Agencies with maintenance plans
Check every client site from one screen, starting with the ones that got worse, without logging in to each dashboard.
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Freelancers with a few clients
Watch up to five client sites on the Growth plan, using only the free plugin on each one.
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Clients careful about access
The connection uses a read-only role and an Application Password the client can revoke at any time, with no third-party dashboard in between.
Good to know
How it behaves, what it needs, and where its limits are.
- Plans and access
- Growth: up to 5 client sites. Agency: 25. Unlimited: no set number. Not in Personal. Your own hub site never counts. The screen needs an administrator on the hub. After a downgrade, extra sites stay saved with their history but are paused: not synced, rescanned or emailed.
- Syncing and history
- Sites sync twice a day in the background, and on demand. One set of numbers per site per day is kept for 400 days: numbers only, no page titles or findings.
- What each site reports
- Score, errors, items to review, coverage, the most common problems and the pages with the most errors, plus statement status, open feedback and how many site parts were checked. Older hubs still read the fields they know.
- Rescans
- Queue full rescan needs a connection user who may run checks on the client site, such as an editor. The Lumtera Reporter role is enough for everything else.
- Stored passwords
- Application Passwords are encrypted with your site's security keys and never shown again. Client sites must use HTTPS. Removing a site reminds you to revoke its password on the client site too.
Questions
Something else on your mind? Contact support
Do client sites need Lumtera Pro?
No. The portfolio reads the site summary from the free plugin. Pro on a client site adds a few extras, such as overdue feedback counts and what changed between its last two full checks.
What can the hub see on a client site?
Only the accessibility summary the free plugin provides. The Lumtera Reporter role cannot edit content, and page titles in the summary come from published pages only.
When does the median appear?
Once at least three sites, the hub included, have results. Nothing is compared with sites outside your portfolio.
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Client portfolio
Get it with Lumtera Pro
In the Growth, Agency and Unlimited plans. Growth is $150 a year. Pro installs alongside the free plugin, and your settings and results stay.
14-day refund (opens in a new tab)Keeps working if you don't renew