Client Navigation

Client Navigation

Managing multiple clients or accounts? Working for multiple partners? The platform is your central command. 

To make modifications to or access reporting for a specific partner, company, or client, select the partner or company from the appropriate drop-down menu.

Note: The partner or company name present at the top left of the platform indicates the partner or client data being presented. The navigation menu is dynamic to the partner, company, and user. The menu provides specific tabs and data based on the partner or client being viewed and the role or permissions of the user.



  1. Log in to the Dashboard.
    1. Assigned to one partner or agency: The partner or agency name will be displayed above the Company drop-down menu. There is no other available partner or agency to which the user can navigate.
    2. Assigned to two or more partners or agencies: A Partner drop-down menu appears. To navigate to a specific partner, continue to step 2.
  2. Click on the Partner drop-down menu.
  3. Type the name of the company or scroll to the company to be viewed.
  4. The partner or agency selected will appear in the drop-down menu.
  5. View a different partner or agency by following the above steps. 

  1. Log in to the Dashboard.
    1. Assigned to one company or client: The company name will be displayed below the Partner drop-down menu. There is no other available partner or agency to which the user can navigate.
    2. Assigned to two or more companies or clients: A Company drop-down menu appears. To navigate to a specific company or client, continue to step 2.
  2. Click on the Company drop-down menu.
  3. Type the name of the company or scroll to the company to be viewed.
  4. The company or client selected will appear in the drop-down menu.
  5. View a different partner or agency by following the above steps. 
Note: When no company is displayed below the Partner name, aggregated data of all companies and clients is displayed in the platform unless filtered.




 

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