Administering Client Dashboards

 

Resources

Overview Many tasks require you to sign in to your client's dashboard to complete. Only users that have "administrator" rights on your master account can make changes to a client's account.
Common Tasks Set up dashboards and build Klips for clients
Add users and create groups for clients
Brand client dashboards
Troubleshoot for client

Overview

You can sign in to client's dashboards to complete tasks for your clients like setting up dashboards or branding their dashboard account. Only users that are administrator on your master account or that have been assigned access rights can make changes to a client's account. There are two types of sharing rights you can assign groups on your master account:

  • Sign In Only. Users may only view the client's dashboard.
  • Sign In and Manage Account. Users have full administrator rights and may change any detail associated with the client's dashboard.

Common tasks

Here is a list of some common tasks that may require you to sign in to your client's account as well as links to additional information: