Company / Location
Status
Description
Days
Action log
Ticket
Owner
Company / Contact
Status
Description
Days
Action Log
Value
Manage clients
Add or remove client mandates. Each client gets their own login and pipeline view.
The client ID is used for login — keep it short, lowercase, no spaces.
Client passwords
Set or change the login password for each client. Share these with clients so they
can view their own pipeline.
Add new client mandate
➕ Add new client mandate
CLIENT ID (short, lowercase, no spaces)
DISPLAY NAME
PORTAL PASSWORD
EMAIL SUBJECT KEYWORDS
— comma separated, used to scan Gmail for
replies
CLIENT CONTACT EMAILS
— comma separated, excluded from contact
detection
✓ Saved
BEV admin users
Users who can log in as Admin and see all clients.
Add admin user
✓ Saved
Claude API key
Required for AI contact enrichment (company, description, location from emails),
Sarah chat and weekly briefing. Get yours at console.anthropic.com
✓ Saved
Backend Token
Machine-to-machine shared secret between this portal and the Apps Script backend.
Must match the
SHARED_SECRET Script Property set in Apps Script → Project Settings.
Set once, never changes. Stored locally — never committed to git.✓ Token saved