Introduction: Client management

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 master account using White-Label options
  2. Add clients in the Client's section of your master 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 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.

For more information, see White-Label options.

Step 2. Add clients

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

  1. Navigate to the Clients section.
  2. Click the Add a Client button.
  3. Provide a Client 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 Account 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.

For more information, see Managing 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 Client's dashboard, navigate to Account > Settings.
  2. Use the Branding options to set the dashboard logo for the client's account.

For more information, see Branding.

Step 4. Create groups for the client account

Groups provide the mechanism by which all resources (Klips, dashboards, and data sources) in Klipfolio are 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 instance, you create a group called "Marketing" and share a dashboard 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.

For more information, see 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.

For more information, see 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, Dashboards, 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 resource is shared with the specified groups and will display in the Library for each group.

Step 7. Add users to the client's account

Once the previous 6 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 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.

For more information, see Adding Users.