Client Management

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.

not clone a profile, but an exact duplicate of an existing client user profile

"when you make proposals for prospects and you transfer them into a client the proposals you made disappear. It would be ideal to keep these for records and future references for new proposals."

"when transferring a prospect into a client theres no option for adding them to groups or adding dashboard templates. This makes work flow and improvements to dashboards very clunky and annoying."

The ability to add contacts to clients (gsm, email, role, description) such as you can do in a CRM.

When you are viewing the list of users, you can filter by campaign. I'd also like to filter out staff users. It would also be useful to be able to tag users and/or campaigns to filter that way, and having custom fields on users and/or campaigns would also be beneficial, allowing for further filtering.

Customers would benefit from being able to send clients a link that lets them invite their coworkers to create their own logins for AgencyAnalytics.

Allow Client Users to access the Data Analysis feature/tab.

Ability to create a default view for Staff/Client user accounts eg. toggle on different metrics on the home page for all accounts, have all staff users see the same data without having to enable/toggle settings

Ability to select multiple user accounts and apply Client Access changes to all of them at once, rather than going one by one