1Your navigation

Three areas, always in the left-hand rail.

2All clients

Your landing screen and the hub for everything else. It lists every client in your world — the ones you own, plus anything your sub-accounts work on. Search by name, address or email, filter by plan, and switch on Trials only or Include canceled to narrow the list.

From the list you can open a client and act on them directly. Cancelling and reactivating plans are both available to you from here.

3Adding a client

1. Start from All clients and use the add-client action to open the New Business dialog.
2. Search for the business by name and address. Pick the matching Google listing from the suggestions.
3. Add the client's email and decide whether to start them on a trial. The dialog shows how many trial spots you have left.
4. Leave Welcome Email on to send the client their account credentials automatically, or switch it off if you'd rather brief them yourself first.
5. Add location to queue it, repeat for any further locations, then Create Locations.
6. Activate the subscription when you're ready to start billing.

To get a client into their dashboard without handling a password, use Request Login Link from the client header and send them the generated link.

4Inside a client

Opening a client gives you these tabs:

Your clients see a shorter version of this when they sign in — Dashboard, Check Health and GBP Change History. Audits, Logs and GMB Settings are agency-side.

5GMB Settings

The account-level controls for a client.

6Keywords and scans

Open a client's Dashboard and use the keywords panel. The tabs across the top split the list into All, Active, Inactive and Deleted, with a count on each.

• Add keywords with + Add keywords at the bottom of the panel, or through Manage.
• Delete keywords individually or in bulk from Manage.
• Activate and deactivate a keyword to pause tracking while keeping its history.
• Render a ranking GIF to export an animation of a keyword's ranking history for client reporting.

7Audits

A full technical audit of a client's listing, website, citations, reviews and social presence.

1. Open the client and go to the Audits tab. Before the first run you'll see No Reports yet.
2. Press Generate new. That queues the audit — the button shows a spinner and is disabled while the run is in progress.
3. Leave the page if you want. A Generating audit banner holds the state, and the report drops into the history on its own when it finishes. You don't need to sit and watch it.
4. Open the finished report with View report on its card, or send it on from there.

Reading the report card

Each completed audit gets a card in Report History showing, at a glance:

• Score and grade with the percentage of factors covered, plus counts of critical issues and warnings.
• Category health — coloured bars for GBP, links, on-page, reviews and social, so you can see which area is dragging the score down.
• Citations — how many of the directories checked actually list the business.
• Reviews — rating, review count and the share that have been answered.
• Review velocity — reviews per month against the benchmark, with a trend line.
• Social — which platforms were detected and which are connected.
• Next — the single recommended action, with the total number of gaps found.

8Users & Roles

Build your own team structure with exactly the access you want each person to have.

You can create team members and define your own roles for them. A role is just a named set of permissions.

1. Create a role — name it after the job ("Sales", "Reporting", "Support"), then tick the permissions it should carry. Any of your own permissions can go into it.
2. Add the team member and assign them that role.
3. Adjust later by editing the role. Everyone holding it picks up the change.

Two further rules worth knowing:

• Your roles are private to you. Other resellers never see them, and you never see theirs.
• Roles are changed by someone else, never by their own holder — that applies to you as well as your team.

Your team members see your clients, because they work inside your agency. A new role starts empty, so each person gets exactly what you tick and nothing more.

9Your account settings

Settings gives you three sections:

10White-label setup

Put the dashboard on your own domain, under your own brand.

White-label is optional. Skip it and everything keeps working — your clients simply sign in on the hosted address instead of yours.

The steps run in order, because the domain is what switches the rest on. Connect your domain, verify it, and the email and branding settings appear in the same visit. No sign-out, no waiting for support.

Step 1 — Connect your domain

1. Open Settings, then My Domain. Before anything is set up you will see a short explanation of what connecting a domain does.
2. Enter the domain you want the dashboard on — typically a subdomain such as local.yourdomain.com — and press Connect Domain.

Step 2 — Add the DNS records

1. Copy the records shown. Each one copies individually, so you can paste them straight into your DNS provider.
2. Add them at your registrar. There are walkthrough links for Namecheap, GoDaddy and Cloudflare if you want step-by-step instructions for yours.
3. Press Check DNS records. You'll get one of three answers: not found yet, partly propagated, or verified.

If you make a mistake, Reset domain configuration starts the setup over from the beginning. You can close the page at any point and come back — it resumes at the step you reached rather than restarting.

Step 3 — Verified

Once verified you get Visit domain and Disconnect, and the two sections below become available straight away.

The security certificate for your domain is issued and renewed for you. There is nothing to buy, install or remember to renew.

Disconnecting asks you to confirm first, so it can't happen by accident.

Step 4 — Brand identity

Everything that makes the dashboard look like yours, on one page with a single Save:

Each image slot shows a preview once filled, and you can replace or remove it. Files are checked as you choose them, so a wrong format or an oversized image is caught before it uploads. Save stays greyed out until you actually change something, and you'll be warned if you try to leave with unsaved changes.

Step 5 — Your sending email domain

Set your own domain for the emails your clients receive, so they arrive from your name rather than a shared one.

11Payments and billing

How Jumper Media charges you, and where to manage it.

Open Settings, then Payment. There are three views: Payment Methods, Default Billing Details and Payment History.

What you're charged for

Billing is metered on active location-days — how many of your client locations were active, and for how many days. It is not a flat per-location fee, so a location added mid-month is charged only for the days it was actually active, and the same applies when one is deactivated.

• Community and City locations are counted separately, at their own rates.
• The billing run happens on the 1st of each month, covering the month just finished.
• A month with no active locations produces no invoice.

The Payment Methods screen shows a running invoice estimate for the current month, so there are no surprises on the 1st, and a table of your current plans with each location's active days.

Payment methods

You keep two methods on file at all times: a primary, which is charged first, and a backup, used if the primary fails. Either can be a card or a bank account.

A few things worth knowing:

• Extra methods sit in reserve. Add as many as you like; only the primary and backup are ever charged. Promote any of them whenever you want.
• To swap one out, add the replacement first, then promote it. The method it displaces moves down a slot rather than being deleted — you are never left without a primary or a backup.
• Expiring cards are flagged 60 days ahead, and the screen tells you which slot is affected, so you can replace one before a charge fails.
• A new bank account shows as unverified until the verification completes, and isn't used for charging until then. Verification can take a few days, so start it early if you are approaching the 20-account threshold.
• Settled up after a failed charge? Adding or updating a method automatically retries any unpaid invoices — you don't need to ask for them to be re-run.

Card details are collected directly by Stripe. Only the brand and last four digits are stored here.

Billing details

Your company details for invoices and payment notifications:

• Billing invoice email — where invoices and receipts are sent. This is deliberately separate from your notifications email, so your accounts team can receive invoices without receiving everything else.
• Address — country, street, an optional apartment or suite line, and city, state and ZIP.

Save billing details stays disabled until you change something, and Cancel restores what was there before.

Payment history

Every invoice, with its status, searchable. Open one to see its full details and download it.

12Logs

Two views of the same audit trail. Logs in the main menu covers activity across your agency; the Logs tab inside a client narrows it to that client.

You see your own agency's activity. A team member with a custom role sees their own actions.

13Your permissions

What your account holds. Every one of these can be delegated to a role you create.

A role you create can carry any combination of these.