Setting up your Client Dashboard is quick and easy. There are two parts to the setup process: styling and client access.
To access your Client Dashboard settings, simply click the cog icon in the top right of your project card to open settings. Once open, click the Client Dashboard tab.
To style your dashboard, follow these two steps:
Please note: Our platform's design has recently been updated, so you may notice differences in screenshots and videos in this guide compared to the current layout. The steps and functionality outlined in this guide remains the same.
Add your company logo. If you haven't already added your logo under your organisation settings, you can do so now by opening your account settings, clicking the organisation tab, and uploading your logo file to the logo section.
Upload a custom cover image. Your dashboard will feature a prominent cover image at the top of the page. You can add your own custom design to brand the dashboard further. The image dimensions are 1512px wide x 435px high. To make it easy, we've created a Canva template for you to use. Click here to open the template file.
To set up client access to your Client Dashboard, follow these simple steps:
Navigate to the schedule you want to share with your client and click the Share button.
Turn on Publish to Client Dashboard.
Enter your client's email address in the field provided and click Add.
Use the dropdown arrow in the 'No Access' field to open the information visibility settings. By default, brand, supplier, pricing, and detailed view information will be switched off. You can choose to publish these fields by turning on the associated toggle.
Repeat these steps for each schedule you want to publish to the Client Dashboard.
Your client will receive an email notification when you share a schedule to their dashboard. There's no limit to the number of clients or schedules you can add to your dashboard.
That's it! Your clients now have access to their own convenient, organised, and customised dashboard.