What is a master account?

Highlights

What is a "master" account? As a partner you are given a "master" account that provides you with the ability to manage client, or "child" accounts, and to monitor your own performance metrics. Each master account has a Clients section associated with it that provides information about each of your clients, as well as the ability to sign in and manage their account.
Tasks completed in the master account When working in the master account, you can complete the following tasks:
  • Monitor performance metrics
  • Add/remove clients
  • Add/remove seats associated with a client's account
  • If applicable, set White-Label options
Tasks that must be completed when signed in to client account: These tasks can only be completed if you are signed in to your client's account as an administrator:
  • Build Klips and assemble dashboards
  • Create groups and add users
  • Change the dashboard logo (Branding)

Overview

As a partner you are given a "master" account that provides you with the ability to manage client, or "child" accounts, and to monitor your own performance metrics. Each master account has a Clients section associated with it that provides information about each of your clients, as well as the ability to sign in and manage their account.

How to use the master account to manage clients

It's important to distinguish between what tasks need to be completed within the master account, and which tasks need to be completed by signing into the client's account.

Tasks completed within the master account

  • Adding / removing clients
  • Editing client information, such as number of seats
  • Setting White-Label options

Tasks completed when signed in to client account

These tasks must be completed by signing in to your client's account as an administrator. To do that, navigate to the Client's section, and click on the Sign in... link beside the client's name.

  • Building Klips and assembling dashboards
  • Creating groups and adding users
  • Changing the dashboard logo

Feedback and Knowledge Base