Do you want to deliver an individualized experience to your clients in the form of a customized dashboard? CoveredPress gives you the opportunity to enable a client dashboard so clients can monitor the reports you and your team create for them. Better yet, you can create a custom dashboard for each client for an added personal touch your clients will come to know and love.
Customizing the Client Dashboard
The first thing you’ll need to do is log into your CoveredPress account. Next, go to Clients Manager > Customize Dashboard in the dashboard menu.
Here, you’ll select a client from the Select Client dropdown menu to begin customizing their dashboard. Click Choose. Next, select the settings you’d like to enable on the dashboard:
Click Update to save your changes.
And that’s it! You’ve now successfully customized a client’s dashboard to deliver a more personalized experience.