The first step to setting up your Client Dashboard is to add your branding and cover image, to create your own custom project design.
Add your company logo
If you haven't already added your logo under your Organisation Settings, you can do so now by opening your account Settings, clicking the Organisation tab, and uploading your logo file to the logo section.
Upload a custom cover image
Access your Client Dashboard Settings by:
Clicking the ⚙️ icon in the top right of your project card; OR
Heading to the 3 dot menu from the top right of your Project Files landing page
Once open, click the 'Client Dashboard' tab and head to the 'Cover Image' section.
Your Client Dashboard will feature a prominent cover image at the top of the page. You can add your own custom design to brand the dashboard further.
The image dimensions are 1512px wide x 435px high. To make it easy, we've created a Canva template for you to use. Click here to open the template file.
Set the default view for your Schedules
You can choose what type of view you'd like to present to your clients when sharing Schedules:
List view - to display all product details
card view - for an image-based layout
To change this setting, head to your Client Dashboard Settings by:
Clicking the ⚙️ icon in the top right of your project card; OR
Heading to the 3 dot menu from the top right of your Project Files landing page
Then scroll down to the 'Default Schedule View' dropdown menu, and select your preference.
Your changes will be saved automatically.
That's it! You can now go ahead and publish content to your Client Dashboard by following this guide.
Didn't find what you were looking for? Check out our Client Dashboard collection, or reach out to our friendly support team on the live chat below.