Administrator

You are the portal owner and can invite clients to submit requests

11 articles in this collection
Written by Linda and Gabriel Lecointere

Getting started

Get started in 5 steps

Complete onboarding and migrate your clients

Written by Linda
Updated over a week ago

Admin FAQ

Frequently asked questions by Admins

Written by Linda
Updated over a week ago

Tips and Best Practices

Creating service Add-ons

Upsell additional services during checkout.

Written by Gabriel Lecointere
Updated over a week ago

Embedding code and tracking scripts on the Thank You page

Many tools require you to add a pixel to your Thank You page in order to track conversions. This is how you can do it in MR.

Written by Gabriel Lecointere
Updated over a week ago

Sending announcements to all clients

Share important information ahead of time with your all your client base. A notification and alert will be displayed to them after Login.

Written by Gabriel Lecointere
Updated over a week ago

How to use the Zapier Integration

Integrate your client portal with your favorite apps using Zapier

Written by Gabriel Lecointere
Updated over a week ago

How to share the link to your service

Make your service available on your website or share a direct link

Written by Linda
Updated over a week ago

How to invite team members and auto assign requests

Invite other admins or team members to help your manage requests

Written by Linda
Updated over a week ago

How to manage requests

Understand how requests are submitted and managed

Written by Linda
Updated over a week ago

How to embed Data Studio dashboards

Customize your dashboard for each client

Written by Linda
Updated over a week ago

Account and Subscription

How to manage your client's service and subscriptions

Everything you need to know

Written by Linda
Updated over a week ago