Client dashboard

Open a client's dashboard

Any of these opens it:

• Sidebar: the square button next to the brand switcher, or the same button on a brand's row in the switcher list.
• Home: in the brand, click Client dashboard at the top, next to the gear.
• Settings → Agency → Brands: click Dashboard on the brand.
• Settings → Workspace (while in the brand): Client dashboard → Open dashboard.

You see exactly what your client sees, plus a Manage tab only you get.

Let your client in

In Manage, pick one way or both:

Way	How	Best for
People	Type their email and click Invite. They get an email and sign in with a code.	Clients who will comment
Password link	Pick a password (6+ characters), click Turn on link, then Copy the link.	Clients who won't sign in

• People don't use a seat and can't see anything else in the workspace.
• Link visitors type their name, so you know who approved.
• Send the password by text, not in the same email as the link.
• Change password or Turn off locks out everyone using the old one.

What your client sees

Tab	What's there
To approve	Posts, boards, and docs you sent. They click Approve or Ask for changes.
Report	Views, engagement, posts, and new followers for the week, the best post, and what's coming up.
Accounts	Connect accounts to log into their own Instagram, TikTok, and more. You never see their passwords.

Send posts for sign-off

1. 01

   Pick the posts

   On To approve, click Send posts and pick drafts or scheduled posts. Or in the scheduler, open a post's menu and click Send for sign-off.

2. 02

   Your client decides

   They get one email for the batch. Each post shows as it will look.

3. 03

   You hear back

   You get an email when they approve or ask for changes. Their note shows on the post.

Approving doesn't schedule a post. You still schedule it as normal. If you edit a post after they approve it, it shows Edited since it was sent, so send it again for a new yes.

Send a board or doc for sign-off

On To approve, click Send a board or doc and pick a board, doc, or table. Eden turns on Anyone with the link can comment for it, so your client can open it, comment, and approve from the dashboard.

Password-link visitors can open it and ask for changes, but need to sign in to comment.

Make posts wait for a yes

In Manage → Settings:

• To approve tab: turn it off if this client doesn't sign off on work. This also turns off the next switch.
• Posts need sign-off: a scheduled post only goes out if your client approved that exact version. If not, it moves back to Drafts and nothing is posted. Off by default.

Weekly report email

Email the report every Monday is on by default. Last week's report goes to everyone under People, from your agency's name, on Monday (US morning).

To send one any time, open Report, pick a week, and click Email this report now. Write a note in the box under the numbers and click Save note. It shows on the report and in the email.