Clients and portal

Create and organize clients, client portal and agency portfolio

7 articles
  1. Create a clientSet up a client with name, company details, business type and invites in a single panel, in three steps.
  2. Edit and archive a clientChange a client’s name, logo, account manager and details, and learn what happens when you archive a client the agency no longer serves.
  3. Client business type and KPIsThe business type decides which result and key metric Relator highlights for each client, on the Home and on the Clients screen.
  4. Client language, currency and time zoneEach client can have its own language, currency and time zone, used in that client’s numbers, dates and reports.
  5. What the client sees in the portalThe portal is the version of Relator your client opens with their own login: only their data, with their brand and without the agency’s internal tools.
  6. Invite the client to the portalGive portal access to people on the client side, pick each person’s role and manage pending invites and members.
  7. The Clients screen: your agency’s bookSee every client in one table, with spend, result, key metric, data health and alerts, and find out who needs attention.
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