Client Management
Updates for managing clients, View as Client, whitelabel, and account controls. Newest first.
Client Experience Upgrade — Walking through the brand-new View As Client feature and how it changes the way you manage client accounts. Operate Like Your Client — See exactly what your clients see, navigate their dashboards, and take actions on their behalf for faster support and training.
View as Client — View and operate within the platform exactly as your client does.
Retry Domain Button — Added to whitelabel settings for faster domain verification.
Tech Training Sessions — New sessions are bookable from the Support page.
Administrative Improvements — Small updates to make managing your account and campaigns smoother.
Whitelabel Setup Tips — Common issues during setup and how to make sure your whitelabel runs smoothly.
Client Management Updates — New controls for data fields, phone number approvals, and Google Sheet permissions.
Client Management Overview — Adding clients and disabling all system emails when needed.