Creating a Client Dashboard
ProfitSee allows you to create a fully branded, customizable dashboard for your clients to access. The client dashboard allows you to white label many of ProfitSee's features. Follow the few simple steps below:
Step 1: Upload Your Branding
Follow the instructions here: How to Upload Your Own Branding to ProfitSee (If you have already uploaded your branding, you can skip this step)
Step 2: Create a Client Dashboard
- Open the company you are creating a client dashboard for within your ProfitSee account.
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Go to “Reports” (Generate Reports) on the left bottom corner and select the “Create a Client Dashboard” Tab
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Select “Create Client Dashboard” on the right hand corner after escaping out of the pop up of the instructions
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Select which features, branding, and user information you would like for the dashboard and click "Save"
- Provide your client with their newly create login credentials, and send them to https://myclient-login.com/ to access the dashboard.
Step 3: Adding a Login to your Personal Website (optional)
You can also have your clients login to their dashboard directly from your website. Simply add the iFrame HTML Code we provided to your website and you are on your way to providing your clients with deeper financial insights!