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Portal Builder
Customize each client's dashboard
New client
Reset to default
Save & publish
Open portal
The builder works on a wide screen
Open it on a screen that is 900px wide or more.
Portal title override
Goals
Add goal
Client access
Reports
Metrics: add a Meta metric card
Add
* sales metrics only show for clients with sales campaigns. Drag the card to position it, use the width dropdown to size it.
Page visible to client
Add widget
Live preview
updates as you edit. Save & publish to make it permanent
New client
Creates the client and its portal. Invite users under Client access afterwards.
Create client
Cancel
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Portal Builder
Agency staff only
Email
Password
Sign in