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:

You also control the watermark applied to rendered assets for your agency.

10Logs

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.

11Your 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.