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Core UX
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Account Settings (2)
Linked Accounts (5)
Referral Program (1)
Client Messaging (3)
Client Management (45)
Mobile (9)
Data Management (34)
Account Management (20)
Integration Management (12)
User Management (107)
Activity (28)
Agency Markup (11)
Tasks (40)
Alerts (33)
UI (63)
Client Permissions - Allow client accounts & staff accounts to view the Reports section only (not to edit it)
Allow client accounts only to view this section, but not to edit it.
0
14
User Permissions - Ability for Client Users to see tasks without the ability to edit them
Currently the permissions section only allows the ability to edit or manage Tasks, and not the ability to view-only
0
2
User Management - Allow for Multiple Account Admins
This is for a single AA account to have multiple Admin access in case of partnerships or backup users. The creation of a manager role to have increased permission levels controlled by the admin
3
193
User Permissions - Bulk Edit Permissions
Apply the same user permission updates to all user accounts in mass. Allow the ability to select X users and apply the mass permission updates
1
38
User Management - Customize Client Email Invitations
Ability to customize the invitation email that is sent out when you create a new user account
3
27
Client Permissions - Ability to add/remove access to certain custom dashboards based on user permissions
Use case: User created 3 custom dashboard, but only wants the client/staff user account to view one of them
1
48
User Management - Ability to switch users from client to staff vice versa
Ability to switch users from client to staff vice versa
3
60
Staff Permissions - Restrict Report Access Within Campaigns for Specific Staff Users
0
2
User Management - Ability for staff users to hide dashboards from clients
Currently, only the Admin users have access to this feature, it would be great if the staff could also edit this setting
1
5
User Permissions - Ability to preset integration dashboards so it looks exactly the same for other users
i.e. all the metrics that need to be showing right away, without the need to manually adding them by each user.
0
3
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