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Zyan on your phone

Two different iPhone apps — the admin shell you use to run the agency, and the client portal app your clients use — plus what is deliberately hidden on mobile.

There are two iPhone apps and they are for two different people. The admin shell opens your own workspace admin on your phone. The client portal app is the native app your clients use to see their projects.

Nobody needs both. Installing the wrong one is the most common confusion here.

Before you start

Both apps are distributed through the App Store or a TestFlight invite. Availability can only be confirmed in App Store Connect — if you are not sure whether a build is out, ask Zyan rather than assuming from this page.

The Lead Manager on a phone, with the metric cards stacked and the bottom tab bar
The same page, not a cut-down one. Secondary actions collapse into the kebab beside Add lead, and the bottom bar replaces the sidebar.

Which app is which

Admin shellClient portal app
Who it is forYou and your teamYour clients
What it opensYour workspace admin, full-bleed under the Dynamic IslandThe client portal, as a native app
Sign-inOn your workspace admin site, as usualThe client's portal credentials
First launchAsks for your workspace, then remembers itStraight to sign-in

Set up the admin shell

Install it

From the App Store or a TestFlight invite.

Enter your workspace on first run

It asks for your workspace once and remembers it. Later launches go straight there.

Sign in as normal

Authentication happens on your workspace admin site — the shell carries no login of its own.

The shell updates without an App Store release

Because it opens your real admin site, improvements to the web admin reach your phone the next time you open the app. Only changes to the shell itself need a new build.

What is hidden on the phone

A few surfaces are deliberately left out of the admin shell because they link to web-only pages. They are missing on purpose, not broken.

Hidden in the admin shellUse instead
The Ad Spend dashboard widgetA browser or the desktop app
The Bill this client wizardA browser or the desktop app

On a laptop they are where you would expect: Ad Spend under Command CenterAdd a widget, and the wizard under Clientsthe clientBill this client.

The client portal app

Clients sign in with their portal credentials and get their projects, messages and reports in a native app rather than a browser tab.

Push notifications are not guaranteed yet

Push on the client portal app depends on a provider key pack being installed on the platform. Do not promise a client push alerts without checking with Zyan first — the portal itself still works either way.

Troubleshooting

SymptomCauseFix
A client installed the admin shellThey picked the wrong app — the shell is for your teamPoint them at the client portal app
The shell asks for a workspace againIt remembers per install; a reinstall starts freshEnter your workspace once more
A feature is missing on the phone but present on your laptopSome web-only surfaces are deliberately hidden in the shellUse a browser or the desktop app for Ad Spend and Bill this client
Sign-in fails in the shellThe shell has no login of its own — authentication is on your workspace admin siteCheck you can sign in to the same workspace in a browser
A client gets no push notificationsPush is gated on a provider key pack at the platform levelCheck with Zyan before promising it
You cannot find the app in the App StoreAvailability differs by build and distribution laneAsk Zyan; live status is only visible in App Store Connect