Manage Your Clients
In the main menu, you’ll find Clients – there you can create clients and manage their assigned locations, campaigns, apps, scheduled reports, and sub-users.
Select Clients from the main menu.
This will display your clients, as well as the number of associated locations, campaigns, apps, users, and reports.
Client management overview
Once you have added clients to your dashboard, you can assign them locations, campaigns, apps, sub-users, or reports. Doing so will provide you quick access to overall statistics and easier management features.
Client search bar
You can use the search bar to find the client you need to manage faster.
Add new clients
Click the Add New Client button to add a client to your dashboard.
Viewing client details
You can manage existing clients that you have added to your dashboard by clicking Show Details. Here, you can assign locations, campaigns, apps, scheduled reports and sub-users to each client.
Edit client details
You can quickly edit the client’s details, including their billing address and contact details.
You can quickly delete the client and the entire account with the delete button. This will not delete anything associated with the client.
Add or assign campaigns, locations, apps, or scheduled reports
You can add or assign locations, campaigns, apps, and scheduled reports to your client by clicking the blue plus icon.
Add client subusers
You can add sub-users and manage their access rights.
Remove locations, campaigns, apps, scheduled reports, or sub-users
You can remove any items associated with a user by clicking the x to the right. This does not remove that item from your dashboard.