How to Setup an Agency Dashboard in SERPed Agency
What is Agency Dashboard?
With Agency Dashboard, you can create dashboards for your clients, which include real-time information and insights about their site. Show them the results you have achieved, including their metrics, number of backlinks, search engine rankings, web traffic and more. Client portals are white-labeled and customizable. You can place your own logo and choose which widgets to show.
Note: In order to create a client dashboard, you must have the SERPed Agency membership add-on which can be added at the time of selecting your membership plan at signup. If you are already a member, you can add this membership add-on in the "Subscriptions" section inside the members area.
How to Setup a Client Dashboard
Step 1 - Configure Your Agency Settings
Select Agency Dashboard from the AGENCY menu and click on the cog wheel at the top right hand side of the dashboard.
A modal will open where you can select the company profile that you want to use for your client.
Once you have selected a company profile, under LOGO, you can upload any logo that you want to be displayed on the Agency Dashboard and in your reports.
Under LOGIN, you can set up the login page URL for your clients. You can choose to have the login page on a subdomain of our serpedagency.com domain, e.g. youragencyname.serpedagency.com OR you can use your own custom domain, e.g. clients.yourdomain.com
You can read more about how to Setup your Sub-Domain and Custom Domain here.
Step 2 - Create a Dashboard for a Client Site
Next, click on the blue "+" button at the top right hand side of the page to select a site and add it to Agency Dashboard. Note that you can only add sites that you have already been added to Site Manager. You can find out how to do this here.
Select the Project and then the Site that you want to add from the drop-down menu and click Next.
Select the Widget i.e. the data that you want to be available for this site and click Add Site.
The site will then be added to the Agency Dashboard. You can manage the widgets and data that you want to be shown for any site by selecting the site and View.
You will then be directed to the dashboard builder, where you can further manage the widgets. You can add more widgets by selecting the blue "+" button at the top right hand side of the dashboard. You can edit or remove widgets by clicking on the 3-dot icon at the top right of the widget.
Note that each widget represents a specific data that you want to be available for the site, so you may need to add more widgets and edit them accordingly depending on what data you want to show to your client. For example, with the "Metrics & Backlinks" widget, you will need to select what metrics and what backlinks data you want to show, from the dropdown menu.
If you want to show more than one data type, then you need to add a second or third "Metrics & Backlinks" widget and so on. So for example, as shown in the image below, you can have 2 or more widgets for "Metrics & Backlinks" showing various data.
Step 3 - Create a Client User Account
Next, create a user account for your client. You can do this by going to the Users section and then clicking on the blue "+" button to create a new user account.
Under the Add Client User section, fill in the details of your client, including the username and password and click Save.
The newly created user account will then be added to the Users dashboard. Hover over the client's username and you will be given the options to:
Edit the client's information
Login to the client dashboard that you have created for your client
View the Login Details of your client
Remove the user account
Select Edit and under the Sites section, you will be given the option to select the sites that you want the client user to have access to. Simply click on the site to move it to the Accessible section and click Next.
You will then directed to the Permissions section where you can select the tools that you want the specific client user to be able to access and click Save.
Note: You will not be able to make a site accessible to a client user if you have not added any Widget to the site as set out in point 6 above. You can always go back the Sites section of the Dashboard, hover over the site you want, click on View and then add your first Widget.
You can click on Details to view the client user's login URL, username and password. You can copy and email this information to your client.
Your client can then login to their very own client dashboard and view the metrics and statistics that you have given them permission to, whenever they want.
Note: You can create multiple client user accounts for each site. For example, this would be useful if you have a client who has a marketing assistant and wants to give his assistant limited access to view only certain metrics and statistics. You can set the marketing assistant permission under the Permissions settings of the client user.
Updated on: 28/08/2021