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Klipfolio for Partners

  • What are Parent and Client accounts?
  • How do I set up client accounts and dashboards?
  • How do I manage my clients?
  • Introduction to Client Account Status settings
  • How do I import dashboards, Klips, and data sources into client accounts?
  • How do I give Partner account users access to client accounts?
  • Viewing clients' data source failures and refresh history
  • Dashboard login page for clients
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