Introduction: Client management

Client management in Klipfolio Dashboard

This quick start guide is intended for partners. The purpose of this guide is to provide you with a checklist to go through each time you set up a dashboard for your client. These are the steps we recommend you follow:

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

Step 1. Customize your master 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.

More information: White-Label options

Step 2. Add clients

To add clients, you need to use the Clients section located in your master account. You will use this section to manage clients, add seats to their account, and sign in to their account as an administrator.

  1. Navigate to the Clients section.
  2. Click the Add a Client button.
  3. Provide a name and description for the client.
  4. Set the number of seats available to the client account. Note: Users associated with a client must be added using that client's account.
  5. Set the status of the client account.
  6. Set sharing rights for the client. Note: These access rights only apply to users associated with the Parent Account.
  7. Click the Save button when ready.

More information: Managing Clients.

Step 3. Branding the client's dashboard

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

  1. In the Client's dashboard, navigate to Account > Settings.
  2. Use the Branding options to set the dashboard logo for the client's account.

Step 4. Create Groups for the client account

Groups provide the mechanism by which all resources in Klipfolio Dashboard are shared (eg: Klips, tabs, and data sources). Once you create groups, it is easy to add new users to that group and provide them with instant access to key resources.

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

  1. In the Clients section, click the Sign in... link.
  2. Navigate to the Users section.
  3. Open the Groups tab.
  4. Click the Create a Group button.
  5. Provide a name for the Group. Note: You can add users to a specific group on the user creation screen.
  6. Click the Save button.
  7. Create as many groups as required for that client.
More information: Groups

Step 5. Build Klips and assemble dashboards

Your clients will only be able to access Klips, tabs, 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.

More information: Building Klips.

Step 6. Sharing resources

In order for your clients to access the resources you have created, you will need to share these resources with the groups you created in Step 4.

  1. Click Library.
  2. Find what you would like to share in the Klips, Tabs, or Data Sources tab.
  3. Click Sharing.
  4. Select one or more Groups under the Sharing heading.
  5. Determine the Rights to be associated with each group.
  6. Click the Save button.

The asset is shared with the specified groups and will appear in those groups’ Library.

Step 7. Add users to the client's account

Once the previous 6 steps are completed, 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 Dashboard, they will have access to any resources that were shared with their group in Step 6.

  1. Navigate to the User's section.
  2. Click the Add a User button.
  3. Provide contact details for the new user.
  4. Add the user to applicable Groups.
  5. Click the Save button.
  6. Create as many users as required for that client.
More information: Adding Users