Klipfolio for Partners

One of the biggest differentiators between Klipfolio and Klipfolio for Partners is the ability to create and manage client accounts.

The video lesson above walks you through the benefits of this feature and how to navigate it.

1. To add a client, start by clicking the Clients tab on the left hand navigation pane

2. To add your first client, select the orange Add a Client button on the top of the page

3. From here, you can fill out all of your client’s information, including their company name, company description, account status, and billing options

Account Status

• Set-up Mode

  Select this mode while you are in the process of building dashboards and not ready to reveal them to your clients just yet.

• Trial

  By choosing Trial you act as Klipfolio to give your clients the ability to test and play around in the application for themselves before deciding to use it. You have the ability to select a trial that lasts up to 14 days.

• Active

  By sending your client account into an Active state, your client can navigate their dashboards and monitor data in real time. Keep in mind that once a client is in Active mode, you cannot revert them back to Trial or Setup status. Active mode also requires you to modify the number of resources and features you want to grant. More on this later.

• Disabled

  By selecting Disabled, you can either pause a client account temporarily or delete it permanently.

Billing Status

• Managing billing yourself

  When you choose to manage billing by yourself, you can price Klipfolio to your liking and can charge as much or as little as you want. Many of our Partners choose to use Klipfolio as a value add for their clients and integrate Klipfolio into their existing business models.

• Let Klipfolio manage your billing

  If you choose to for Klipfolio to manage client billing, your clients’ accounts will switch to trial accounts and upon logging in, they will be prompted to select one of Klipfolio’s pricing plans.

Define Resources

Setting your clients to an Active state requires you to assign resources to them.

Keep in mind: the resources you allocate to your clients comes from the plan in your Parent. account. It is important to familiarize yourself with your limits.

• Dashboards

  How many dashboards you can set up for your client.

• Users

  How many named users can be added to the client.

• API Calls

  Refer only to calls made to the Klipfolio API. It is NOT required for client data sources to update and is therefore typically be set to 0.

At this time you also get to define the features you will be using for your client. Select any combination of: download reports, email reports, embedded links, private or public links, and SSO.

4. Save; your client account has now been created. By clicking on the sign in as Admin tab beside the client you created, you can login and manage their Klipfolio account as you would your own (i.e. build dashboards, generate reports, etc.)

Managing clients in this way will not only allow you to keep everything organized it also gives you the best foundation on which to build. In the next lesson we will share the best practices for managing dashboards for your clients.

This session dives into the foundation of Klipfolio Partner accounts: building and monitoring dashboards for your clients. We will show you two of the main ways you can create and share dashboards and some of the best practices associated with these ways.

Use Instant Klips and Dashboards

Want to get something set up quickly or while you learn how to build your own?

1. Go to clients and click Admin to the right of the client you want to build for
2. Click the “+” to the right of Active Dashboards, this will open a blue panel
3. Want to add a blank Dashboard?
• Click the orange Add a Blank Dashboard button
• Click Add a Klip at the top of your Dashboard
• Select Klip Gallery and add the ones you want
4. Want to add a full Dashboard?
• On the right hand side, under Dashboard Gallery, click More
• Browse and once you’ve found one you like, click Get This Dashboard

How to create unique dashboards for your clients

1. Go to clients and click Admin to the right of the client you want to build for
2. Click Data Sources in left Nav
3. Click Create a New Data Source
4. Select a service from the list or if it isn’t listed try one of the core connectors to set up your data source.
5. Model the data or click New Klip to start building
6. Add the Klip to your Dashboard and repeat steps 2-6 as required

How to create a Dashboard template in your Parent account that you can import into Client accounts

One of the most common use cases we see is agencies and consultants who want to save time by building dashboards to use as templates for multiple clients. These templates can be imported to each of your Client accounts and then, if required, linked to their individualized data. Importing a Dashboard maintains the layout, creates copies of each Klip and the Data Sources and gives you the option to update copied Klips in all clients from the Parent.

Note: It is recommended that dashboard templates be custom built. While the pre-built gallery Klips can be imported, do not connect them prior to importing to clients.

Advanced: When you have access to data for multiple clients with a single login, such as for example Google Analytics MCC, Facebook or SQL you can create Dynamic Data Sources. This sort of data source uses the value for a specific client as a variable and can therefore leverage Company Properties to simplify import.

1. Sign into Parent account

2. Create the dashboard you want to import into your clients.

3. Select Clients from the side navigation

4. Sign in as an Admin to the client account to which you wish to add the dashboard

   Note: This is a required step.

5. Click Dashboards in the side navigation then click the blue Import button on the top right corner of the page

• Note: These same steps apply for importing Klips andData Sources as well

6. In the first dropdown select your Parent account. Then select theDashboard(s) you wish to import

7. Click Next to be given a summary of the Dashboard and its associated Klips and Data Sources that are being imported

8. Click Import Now

9. Click the Dashboard you just imported

10. Select Open Dashboard

11. Don’t forget to share Dashboards with the users in the Client account!

Update Imported Klips from your Parent Account

Importing not only speeds up rolling out your custom dashboards to clients it also gives you the option to update to update all copies of the Klips at once! To make changes to imported Klips you make the change to the original in your Parent account and push these to the copies in your Client accounts.

1. In Parent account select Klips from side nav

2. Search for the Klip that you would like to update. You will notice a button labelled Client Instances. You can click here to reveal how many and to which Clients you have imported this Klip.

3. Edit the Klip to apply the changes.

• Note: If you need to modify the data source to include additional data you will need to re-import as updating instances only applies to Klips.

4. Click Update Client Instances to push all changes you made to the Klip to all instances in your Client Accounts.

Operating from Parent to Client in this manner is a recommended best practice but does not preclude you from making changes to Klips directly in the Client’s account. Keep in mind that updating instances affects all copies and therefore to create a unique version for a specific client it is recommended to either first duplicate the imported Klip and then make all modifications to the copy or if for multiple clients create in Parent and import.

Need help? Klipfolio Services can be added to any subscription, giving you access to a dedicated Klip expert who can help answer complex questions throughout your Klipfolio journey.

In this lesson, we explain the different ways you can customize your Klipfolio account. We understand that maintaining brand consistency is important. Customization allows you to apply your branding and remove Klipfolio branding altogether, meaning you have the ability to create a unique experience for each of your clients. Note: White Label is a paid add on.

How to White Label a Klipfolio account

1. Sign into your Parent Account.

• Note: Your white label settings will apply to all clients except those that you set up to be billed by Klipfolio.

2. Click Account from the top navigation pane

3. Click Settings

4. Click White Label from the side navigation

5. Once in the White Label window you will be able to make changes to customize every aspect of your Klipfolio account:

• Product Name

• Rename the terms Klips and Dashboards

• Links and Footer (help, legal, powered by, and hide the copyright notice)

• Support email (After Domain Alias and Email Redirection is completed replace the from address in emails sent out by the application)

• Embeds (change the call-to-action text)

• Sign in logo

• Footer logo

• Email logo

• Favicon (replace the icon associated with your brand that appears in the user’s device home screen)

• Home screen icon

How to override Klipfolio branding using CSS

1. Click Branding from the side navigation
2. Click Edit and you will be shown two options:

• Default

  Select light or dark standard Klipfolio themes

• Custom

  You have the ability to change many facets of the Klipfolio app including:

• Icons for both the web and mobile applications

• Click base theme to select light or dark

• Dashboard CSS allows you to fully customize and override the existing dashboard style

• Application CSS allows you to change the login screen and all other components of the Klipfolio app

• Update the dashboard script or application script to make things more dynamic

Note: Clients with the CSS feature enabled will, by default, inherit the theme from the Parent. This can however be modified by client to create unique custom themes for each.

Want to learn more about customizing your dashboards? Click here to view our custom theme power-up and explore our pre-built starter packs.

How to set up a custom Domain

Domain Alias allows you to create a unique Dashboards.CompanyName.com URL where users can login or for use with Published Links. Setting up a Domain takes 3-5 business days and is a prerequisite to configuring Email and Oauth Redirection.

Once purchased, either stand alone or as part of White Label, there is a form to fill in which when submitted will automatically create a support ticket and start the process.