Overview
Client Dashboards provide a fully white-labeled, read-only portal where your clients can securely access their fulfillment services and monitor project progress in real time.
Instead of requesting status updates or waiting for reports, your clients can log in anytime to view:
Activity Feed
Progress Reports
Onboardings
Analytics
Websites
Files
Notebooks
Everything is presented under your agency's branding with no DashClicks branding or internal fulfillment communications visible.
Note: Client Dashboards are available within the Projects App. They provide access to fulfillment services only and are different from DashClicks Pro sub-accounts.
Why Use Client Dashboards?
Client Dashboards help agencies:
Provide clients with real-time project visibility
Reduce support requests asking for status updates
Eliminate manually forwarding reports each month
Improve transparency and client trust
Give clients access even if your DashClicks Pro subscription is inactive
Keep everything fully white-labeled under your agency
Understanding Client Dashboards
Client Dashboards are designed as view-only portals.
Clients can:
View project progress
Download reports
Access websites
View analytics
Download files
Review onboardings
Read work summaries
Clients cannot:
Edit projects
Cancel subscriptions
Upgrade or downgrade services
View pricing
Access internal DashClicks communications
This ensures your fulfillment workflow remains secure while keeping clients informed.
Accessing Client Dashboards
Navigate to:
Fulfillment Center → Projects
There are two ways to access Client Dashboard settings.
Option 1
Click the Client Dashboards tab from the Projects page.
Option 2
Select a client from the Projects list.
Then click the Dashboards tab.
Both options open the Client Dashboard settings for that client.
Setting Up a Client Dashboard
1. Enable Client Dashboard
Turn on the Enable Client Dashboard toggle.
This immediately enables dashboard access for that client.
You can disable it anytime if access should be removed.
2. Preview the Dashboard
Click Preview Client Dashboard to see exactly what your client will experience.
The preview uses the same read-only interface your client will see after logging in.
3. Dashboard Login URL
Every dashboard includes a dedicated login URL.
If your agency uses a custom domain, that domain will automatically be used.
Otherwise, DashClicks provides a white-labeled dashboard URL.
Copy this URL and share it with your client.
4. Configure Dashboard Sections
Choose exactly what your client can access.
Available sections include:
Activity Feed
Reports
Onboardings
Analytics
Websites
Files
Notebooks
You can independently show or hide each section for every client.
Important: If you hide the Reports or Onboardings tabs, the related activities are automatically removed from the Activity Feed as well.
5. Assign Main Point(s) of Contact
Select one or more agency users to appear as the client's account manager.
Each contact displays:
Profile photo
Name
Email
Phone number
Schedule Call link (Calendly)
If multiple contacts are assigned, clients can switch between them from their dashboard.
6. Link Multiple Accounts (Optional)
If a client owns multiple businesses or locations, you can link them together.
Example:
ABC Dental – Miami
ABC Dental – Orlando
ABC Dental – Tampa
The client only needs one login to access all linked accounts.
7. Add Authorized Users
Before your client can log in, at least one Authorized User must be added.
Click Add User.
You can:
Select an existing user associated with the client's account
Create a brand-new user by entering:
First Name
Last Name
Email Address
The Authorized Users table displays:
Name
Email
Status (Active or Inactive)
Last Activity
Remove Access
Only Authorized Users can access the Client Dashboard.
Client Login Experience
After receiving the Dashboard Login URL, the client simply:
Opens the Dashboard Login URL.
Enters the email address of an Authorized User.
Enters their password.
Selects Services from the account selection dropdown (if prompted).
Clicks Login.
Once logged in, they can immediately access all of their enabled fulfillment services.
What Clients Can View
Depending on the permissions you enable, clients can access:
Activity Feed
The Activity Feed displays a chronological timeline of important project events, including:
Order Status
Progress Reports
Onboardings
Subscription Updates
Work Summaries
Clients can also filter activities by category.
Reports
Clients can:
View progress reports
Download reports
Internal agency messages attached to reports are hidden.
Onboardings
Clients can view onboarding progress, including:
Sent
Completed
Approved
Internal statuses such as Issues and Quality Assurance are intentionally hidden.
Analytics
Clients can view the same analytics available within the Projects App, including service-specific performance metrics where applicable.
Websites
Clients can:
View website information
Review website analytics
Access website performance metrics
Files
Clients can browse and download files shared with their account.
Notebooks
Clients can view notes that have been shared with their account.
What Clients Cannot See
To preserve your white-labeled experience, Client Dashboards intentionally hide:
DashClicks branding
Internal fulfillment conversations
Approvals
Requests
Internal Quality Assurance comments
Internal Issues comments
Subscription pricing
My Price
Subscription ID
Upgrade/Downgrade options
Cancel Subscription options
Internal DashClicks messages attached to reports
Scenario: My DashClicks Pro Subscription Is Inactive
If your DashClicks Pro subscription is active, your clients can continue logging into their regular sub-accounts without any issues.
If your DashClicks Pro subscription is no longer active, your clients will lose access to the software portion of their sub-account (CRM, Funnel Builder, Reputation Management, etc.). They may see an "Account Suspended" message when attempting to log in.
However, if they still have active fulfillment subscriptions such as:
Websites
Listings
Meta Ads
Google Ads
SEO
Social Posts
Content
Backlinks
GBP Ranker
they can continue accessing those services through the Client Dashboard.
To provide access:
Go to Fulfillment Center → Projects.
Open Client Dashboards, or select the client and click the Dashboards tab.
Enable the Client Dashboard.
Configure the dashboard sections you want the client to access.
Add at least one Authorized User.
Copy and share the Dashboard Login URL.
Have your client sign in using the Authorized User's email address and select Services from the account selection dropdown (if prompted).
The client will now have access to their active fulfillment subscriptions through the Client Dashboard, even without an active DashClicks Pro subscription.
Frequently Asked Questions
Is Client Dashboard the same as a Sub-Account?
No.
A Sub-Account provides access to the DashClicks software platform, including CRM, Funnel Builder, Reputation Management, and other software tools.
A Client Dashboard only provides access to fulfillment-related services purchased through DashClicks.
Can clients edit anything?
No.
Client Dashboards are completely read-only.
Clients can view information and download available files or reports, but they cannot modify projects or settings.
Can I customize what each client sees?
Yes.
Every client can have different permissions. You can independently show or hide:
Activity Feed
Reports
Onboardings
Analytics
Websites
Files
Notebooks
Can multiple people from the client's company log in?
Yes.
Simply add additional Authorized Users to the Client Dashboard.
Each Authorized User receives their own login.
Can one client access multiple businesses?
Yes.
Using Link Multiple Accounts, you can allow one login to access multiple client businesses or locations.
Is the dashboard white-labeled?
Yes.
Clients only see your:
Logo
Brand colors
Favicon
Custom domain (if configured)
Agency contact information
No DashClicks branding or internal fulfillment communications are visible.