Creating a Client Dashboard

ProfitSee allows you to create a fully branded, customizable dashboard for your clients to access. The client dashboard can be white-labeled so your clients see your firm's logo when they log in.

To create a client dashboard:

  1. Log into your ProfitSee account and open the company file you wish to grant your client access to.
  2. Click on "Reports" on the left-hand navigation panel and select "Client Dashboard".
  3. Click "Create Client Dashboard":

cdash1

  1. Enter the email address of the client who will be using this client dashboard and click "Continue". This email address will be the client's username for log in purposes.

cdash2

  1. Add the following information for this client dashboard user and then click "Save":
    a) Password
    b) First Name
    c) Last Name
    d) Branding (If you have not already uploaded your firm's logo, see Adding Your Own Branding)
    e) Check the box next to "Send Email Notification" to email the client regarding access to this dashboard

cdash3

  1. Next select the permissions you are allowing this user in the client dashboard and click "Save". You can grant access to as many or few features as are appropriate, and elect to allow read-only or editing rights for the user. Please note that any changes this user makes will then be reflected in your advisor dashboard, as well.

cdash4

  1. Now that you have created a client dashboard, simply provide your client with the necessary login credentials. You can direct them to the client login website (https://myclient-login.com/)*, or provide access from your own website by adding the iFrame HTML Code we provide.

*Please note that your clients will NOT be able to access their dashboards through the ProfitSee website.