- Enable Agency Toolkit
- Creating New Clients
- Assign Clients to Read-Only Items
- Assign Clients to Saved Reports
Enable Agency Toolkit
To enable the Agency Toolkit, go to Settings > Power Ups and click Enable Agency Toolkit on the Agency Toolkit tile.
Create New Clients
To get started with the Agency Toolkit, click Add New Client.
Once you create your clients, they will show up under the Clients tab. Click to Edit or Delete any client.
Assign Clients to Read-Only Items
The Read-Only section will display all Read-only calendars, marketing campaigns, projects, and social campaigns. To assign a client to a read-only item, hover over the item and click . Select the client and click Save. To share any Read-Only item, click .
When you share a read-only calendar or content item, your client’s name and logo will be displayed in the top-left hand corner.
Assign Clients to Saved Reports
The Reports section will display all shareable analytics reports. To assign a client to an analytics report, hover over the report and click. Select the client and click Save. To download any report, click .
When you download the report, the client’s name and logo will be added to the cover page.