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

Watch the video above for an introduction to client management, then read through the following section to dig into the details.

To add clients:

1. In the left navigation sidebar, click Clients.
2. At the top of the page, click the Add a Client button.
3. On the About this Client page, enter the client name and description.
4. Choose an account status from the following options:
   • Setup Mode — Select this mode while you’re in the process of building dashboards but not yet ready to reveal them to your clients.
   • Trial — Lets your clients test out and explore the application for 14 days before deciding to use it. You can also extend the trial period by another 1 to 14 days.
   • Active — Enables the client to navigate their dashboards and monitor data in real time. Note: After setting a client into Active mode, you cannot revert them back to a Trial or Setup status. Active mode requires you to decide on the number of resources and which set of features to apply. Resources you set here draw from your total partner resources.
   • Disabled — Pause a client account temporarily or delete it permanently.
5. Choose how to manage client billing:
   • Managed by you — Price Klipfolio however you like. Many Partners use Klipfolio as a value-add and integrate it into their existing business models.
   • Managed by Klipfolio — Client accounts switch to trial accounts. When a client logs in, they’ll be prompted to select a Klipfolio pricing plan.
6. Assign Resources to the client account (dashboards, users, and API calls). Resources allocated to clients come from your parent account plan.
7. Select Features for the client account. You can come back and modify these choices whenever client requirements change.
8. Click Save. To log into and manage a client account, click the Admin button for that client.

Your next actions should be creating groups and, optionally, custom roles, and adding users. Learn more about adding and managing users, groups, roles, and permissions here.

Let’s dig into the foundation of Klipfolio Partner accounts: Building and monitoring client dashboards. This section describes two of the main ways you can create and share client dashboards and includes tips and best practices to ensure your success!

The fastest path to Klips and dashboards

Get set up fast with pre-built Klips and dashboards. These professionally-curated templates are also a great way to get familiar with Klipfolio before learning how to custom build.

To add pre-built Klips and dashboards:

1. On the Clients page, click Admin next to the name of the client you want to build for.
2. Want to start with a clean slate? Add a blank dashboard and populate it with pre-built Klips from the Klip Gallery.
3. Prefer a ready-made dashboard? Use the Pre-built Dashboard Gallery. Note: Pre-built dashboards are not available for White-Label accounts.

Creating custom client dashboards

Sometimes your clients want something tailored to their unique needs — that’s where custom dashboards come in.

To create a custom dashboard:

1. On the Clients page, click Admin next to the client.
2. In the left navigation sidebar, click Data Sources.
3. Click the New Data Source button.
4. Select a service from the list. If you don’t see the service you’re looking for, select one of our core connectors.
5. Connect to the service and bring in the data.
6. Model the data (if it’s complex) or click Create a Klip to start building right away.
7. When your Klip’s ready, add it to your dashboard.

Importing dashboard templates into client accounts

Building dashboard templates in your parent account and then importing them into your client accounts is a great time saver. Imported templates maintain the original layout, create copies of all Klips and data sources in each client account, and give you the option to update Klips across all clients from the parent.

Note: We recommend custom building your dashboard templates. If you decide to use pre-built Klips in your dashboards, do not connect the Klips before importing to clients.

Advanced Tip: If you can access data for multiple clients using a single login, for example, Google Analytics MCC, Facebook or SQL, you can set up Dynamic Data Sources.

Updating imported Klips

Start by updating the original Klips in your parent account. When you’re ready, push your modifications to the Klips in your client accounts with Update Client Instances.

Need help? Add Klipfolio Services to your subscription.

We understand the importance of brand consistency. That’s why Klips includes the flexibility to customize every aspect of our product to make it uniquely yours! Our white-label options make it possible to create a unique experience for each of your clients.

Note: The White Label bundle, included in some plans and otherwise available as a purchasable add-on, includes branding, custom theme (CSS and JavaScript) and custom domain (aka domain alias).

Applying white-label settings

White-label settings automatically apply to all clients, except for those you’ve set up to be billed directly by Klipfolio.

To apply white-label settings:

1. In the Parent account, click Account, then Settings.
2. In the left navigation list, click White-Label.
3. Customize product names, header and footer links, support email, embeds, logos, favicon, and home screen icon.

Setting up a custom domain

With our custom domain feature, you create a unique “Dashboards.CompanyName.com” URL for published links and sign-in. After we receive your information, it takes about 3–5 business days to set up.

Overriding Klipfolio branding using CSS

You can create a theme in your parent account and share it with your clients using CSS. Clients with the CSS feature enabled inherit branding from the parent by default, or you can create unique themes for individual clients (Default, Custom, or Parent).

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