Client dashboards

A client dashboard is a read-only copy of a site's stats. Share it two ways: a private link anyone can open, or an invite by email, where your client signs in with no password. Either way, they cannot change anything.

Client dashboards are part of the Studio and Agency plans.

Make one#

1. Open the site, then Reports, then Share.
2. Turn on Client dashboard.
3. Copy the link and send it to your client.

The link looks like datacenter.so/share/ followed by a long random token. Anyone with the link can see the stats, so share it only with people who should.

Invite a client by email#

An invite is safer than a link: only that person can open the dashboard, and you can take it back at any time.

1. Open the site, then Reports, then Share.
2. Under Invite a client by email, type your client's email and press Send invite.
3. Your client gets an email with one button. Pressing it signs them in. There is no password to set.

The button works once, for 7 days. Later, your client signs in at app.datacenter.so/login with Email me a sign-in link, or with Continue with Google when their Google account uses the same email.

Signed in, your client sees a short list of the sites shared with them, and each site's read-only dashboard. It opens in the simple view: big numbers and plain words, with a button to the full dashboard. To start a client on the full dashboard, press Show full dashboard next to them under Simple view on the Share tab. They do not see billing, settings, your other sites or anything else of your account. A site can be shared with up to 25 people by email.

Send again sends a new button and stops the old one. Revoke ends their access at once, even if they have the dashboard open.

You need to confirm your own email before you can send invites.

Ask your client to connect their ad account#

Your client can connect their own Meta Ads account to the site, so you see ad spend next to sales without their password and without sharing your Datacenter login.

1. Invite your client by email first.
2. Under Ask your client to connect ads, pick who to send it to, then press the button. Or choose to send the link yourself and copy it.
3. Your client opens the link, reads what will be shared, logs in on Meta's own page and ticks the ad accounts to share.

Datacenter only reads ad spend and results. Meta asks your client to allow the ads_read permission, which cannot change ads. The connection shows on the site's Integrations page (under Settings) as "Connected by" and your client's email. Your client can disconnect it from the same link at any time, which deletes the login and the spend it brought in.

Only people you invited to that site can use the link. It works once, for 7 days, and you can remove it before then. Google Ads works the same way once Google approves Datacenter (when shipped).

What it shows#

The same numbers you see: visitors, pageviews, bounce rate, visit duration, conversions, the chart and the lists of pages, sources, campaigns, countries and devices. The period menu works too.

It does not show your other sites, your links or your settings.

Your logo#

Studio and Agency put your logo on the client dashboard and on weekly reports. Upload it in Settings. A square or wide logo on a clear background looks best in both light and dark.

White label#

On Agency, the client dashboard shows only your brand. There is no Datacenter header, footer, name or link. Set your brand name in Settings, next to your logo. The page then shows your logo, or your name when there is no logo.

Invite emails on Agency come from your brand name, with your logo or name at the top and no Datacenter letterhead. The sending address is still hello@datacenter.so. The button links to Datacenter's address, or to your own domain once your client portal is live. On Studio, invites come from Datacenter on your behalf.

Turn it off#

Turn off Client dashboard, or make a new link. The old link stops working at once. People you invited by email keep their access until you revoke it.

If your plan moves below Studio, client dashboards close, both the link and the invites.

Labels for many clients#

Give each site a client label in its settings, such as the client's name. The sites list can then show one client's sites at a time.