How do I set up client accounts and dashboards?

This article is intended for Partners and includes a checklist to go through each time you set up a dashboard for your client.

When setting up clients and dashboards, we recommend you follow these steps:

1. Customize your Parent account using White-Label options
2. Add clients in the Clients section of your Parent account
3. Brand the client's dashboard
4. Create groups in the client's account
5. Build Klips and assemble a dashboard for each client
6. Share resources with users and groups
7. Add users to the client's account

Step 1. Customize your Parent account

Using the White-Label options, you can customize features like the product and widget name, the links, support email address, footer logos, and more.

For more information, see White-Label options.

Step 2. Add clients

You add clients in the Clients section located in your Parent account. You use this section to manage clients and sign in to client accounts as an administrator.

To add clients:

1. Click the + button next to Clients in the side navigation or, from the Clients section, click Add a Client.
2. Provide a Client Name and Description for the client.
3. Set the Account Status of the client account. Learn more about client account status options.
   Note: You must assign one dashboard and one user to a client account before you can set it to Active Mode.
4. If creating a trial account, you can add days to the base trial by entering an amount next to Trial Extension.
   Note: To extend a trial period, the Client must request an extension before the end of their first trial period.
5. At Billing, specify if you want the Client's billing to be managed by you (the Partner) or by Klipfolio.
6. At Resources (Active Mode only), set limits for the number of Dashboards, API Calls per day, and Users that can be assigned to your Client account.
   Note: API Calls per Day only refers to those made to the Klipfolio API and is not related to API calls for data sources set up using Klipfolio connectors. Because Klipfolio API calls are typically only used in the Parent account for managing assets (such as clients, dashboards, Klips, and data sources), we recommend setting the API Calls per Day option to the default of 0 Daily Requests for Clients. Learn more about the Klipfolio Dashboard API.
7. At Features, select any features you would like to enable for the client. For example, enable a custom theme.
8. Click Save.

For more information, see How do I manage my clients?

Step 3. Brand the client's dashboard

You can individually brand each of your client's dashboards using custom logos and themes. To do this, you need to be signed in to their account as an administrator.

1. In the Clients section, click the Admin link below Sign in as...
2. From the Client's dashboard, navigate to Account > Settings.
3. Use the Branding options to set the dashboard logo for the client's account.

For more information, see How do I change my Klip dashboard logo?

Step 4. Create groups for the client account

Creating groups enables all resources (Klips, dashboards, and data sources) to be widely shared. Once you create groups, it is easy to add new users to that group and provide them with instant access to key resources.

For example, you could create a group called "Marketing" and share a dashboard with that group that shows web analytics data. To share this information with new or existing users, just add them to the group "Marketing".

To create a group:

1. While logged in to the client account as an admin, navigate to the Users section.
2. Open the Groups tab.
3. Click the Create a Group button.
4. Provide a name for the group. You may also add a description.
5. Select users from the Non-Members list on the left and move them to the Members list by clicking the right arrow button.
6. Click Save.
7. Repeat these steps to create as many groups as required for the client.

Note: You can add users to a specific group by navigating to Users>Groups, clicking the appropriate group name, and selecting Members. For more information on group management, see Creating Groups.

Step 5. Build Klips and assemble dashboards

Your clients will only be able to access Klips, dashboards, and data sources that have been built in their "child" account. To build Klips and assemble dashboards, you will need to be signed in to their account as an administrator. You can then Import templates from the Parent account, add gallery content, or build custom Klips. Imported dashboards automatically display under Dashboards in the side navigation in client accounts.

For more information, see Building Klips.

Step 6. Sharing resources

In order for your clients to access the resources you have created, you can either share these resources with the groups you created in Step 4 or with individual users.

There are many ways to share with people both inside and outside your account. For more information, click here.

To select specific assets to share:

1. While logged in to the client account as an admin, click Klips, Dashboards, or Data Sources in the left navigation bar, depending on which asset you want to share.
2. Select the specific asset(s) you want to share.
3. Click Share.
4. In the Share dialog, enter either a user name or a group name with which you want to share assets.
5. Click Share with users.
6. In the Share dialog, enter either a user name or a group name with which you want to share assets.
7. Grant appropriate access for the user or group by selecting the relevant icon from the drop-down lists (either Edit, View, or None).
8. When you are finished adding users and adjusting their access, click Share.

To share multiple assets with a group:

1. Click Users and select the Groups tab.
2. Click on the appropriate group name.
3. Under User Group, select Dashboards or Klips (depending on which asset you want to share).
4. If this is your first time sharing assets with this group, click Share a dashboard with this group or Share a Klip with this group.
5. If there are already dashboards or Klips assigned to this group, click Edit to add or remove assets.
6. Click Save.

Step 7. Add users to the client's account

Once the previous steps are complete, you can start adding users to your client's account. As you add users you will also assign them to the groups you created in Step 4. When the new user signs into Klipfolio, they will have access to any resources that were shared with their group(s).

To add users:

1. While logged in to the client account as an admin, navigate to the Users section.
2. Click the Add a User button.
3. Under About User, provide contact details for the new user.
4. Under Membership, add the user to applicable groups.
5. Under Roles, select from Admin, Editor, and View-Only.
   Note: You can also create a custom role by clicking Users > Roles, and then clicking Add a Custom Role.
6. Click Save.
7. Repeat these steps to create as many users as required for the client.

Note: You can edit the number of users that can be set up for a specific Client account at the Parent account level. The total number of users you can assign is determined by your plan. To view your current plan, click on your Account name and select Account > Company > Plans.