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Agency Markup (11)
Tasks (38)
Activity (28)
User Management (107)
Integration Management (12)
Account Management (20)
Data Management (33)
Mobile (9)
Campaign Management (45)
Alerts (30)
Client Messaging (3)
Referral Program (1)
Account Settings (2)
Linked Accounts (5)
Goals (66)
Ask AI (36)
Benchmarks (12)
Forecasting (7)
Anomaly Detection (1)
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
User Management - Customize Client Email Invitations
Ability to customize the invitation email that is sent out when you create a new user account
3
26
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
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
192
Client Permissions - Don't show 'payment overdue' banner to client users & staff users.
Users clients were able to see that he had a payment overdue from banner that appears. Client login.
0
2
User Management - Option to restrict staff access to Linked Accounts, Referral Program and API within Settings
Request to increase the number of Settings permissions to be available, to include the option to remove access to "Linked accounts" and "Referral program".
0
2
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
37
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