Client Management

Add an additional permission where you can set a read-only access to a staff user for dashboards and reports.

Currently in AgencyAnalytics there is only the ability to set an admin manually, and if needed to change the admin, re-assigning an existing user to an admin isn't possible. The process to change an admin is: current admin signing into the account, manually changing the admin information in Settings > Profile, deleting an existing user so they can be added as an admin, then re-adding the old admin as a user. This is not intuitive and causes customers to use a generic login as the admin to avoid this process, which isn't secure. User is advocating for the ability to assign roles within an account, effectively switching a user to an admin more easily, or "reassigning" roles.

Currently, client users can access all custom dashboards. Add the ability to grant or restrict client access to specific custom dashboards. This would allow agencies to tailor what each client sees, ensuring clients only have access to dashboards that are relevant to them. Use case: User created 3 custom dashboard, but only wants the client/staff user account to view one of them

E.g. use a filter to show clients only one specific ad group when viewing Google Ads, or a specific goal in GA.

Currently, integration names and logos are always displayed in client-facing views. Add the ability to hide or customize the integration name and logo (for example, remove branding or display it in a neutral/white-label style). Note: This may not be possible with some integrations, as it violates the integration's terms. Most platforms (such as Facebook) do not allow hiding or changing an app's identity when connecting.

Enable the ability to assign specific client users access to specific dashboards within a client account, rather than granting access to individual Dashboards for ALL Client users.

Ability to set favicon/icon logo on a campaign level

Show the agency's white-label domain, not the AgencyAnalytics URL, when an admin signs in and views dashboards. Use case: agencies screen-share or demo dashboards to clients from the admin account and the AgencyAnalytics URL breaks the branding. Workaround offered: clients log in as users, or use share links or reports, which are fully white-labelled; staff and user accounts already use the custom domain.