Client portal

Client docs

Articles for brands reviewing reports, managing team access, and submitting briefs.

Reports and insights

Reading and interpreting the reports your agency delivers.

Reading a campaign report
Understand what each section of a Switchboard report is telling you about your campaign.
1 min read
Understanding visit statuses
A reference to what each status in your report and campaign view actually means.
1 min read

Team access

Granting and managing teammates on your client account.

Granting team access
Invite colleagues to your client account so they can see reports and manage requests.
1 min read

Briefs and requests

Kicking off new work and reading weekly briefs.