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 → Team → Brands: click Dashboard on the brand.
• Settings → Workspace (while in the brand): Client dashboard → Open dashboard.

You see what your client sees, plus a Manage tab only you get. To check their view, click Preview as client at the top. Buttons don't work in the preview. Click Exit preview to go back.

Only see three tabs and no Manage? You're in the client's view, maybe through the password link. Click On the agency team? Sign in to manage at the bottom of the page.

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 are free 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, planner items, boards, and docs you sent. They click Approve or Ask for changes.
Report	Views, engagement, posts, and new followers for a week or month, 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, doc, or video for sign-off

On To approve, click Send a board, doc, or video and pick a board, doc, table, or video. Eden turns on Anyone with the link can comment for it, so your client can open it, comment, and approve from the dashboard. A video opens in the review player, where they can leave comments at exact moments and draw on the frame.

Password-link visitors can comment too, under the name they typed. Only people you invite can edit or delete their comments.

Send a planner item for sign-off

Open the item in Planner, click Send for review, pick Client, and click Send. Under What to send, untick anything they shouldn't see. Your client sees the plan, the pictures, and each post in one card, and opens the script, research board, and docs from it. If they ask for changes, the item moves back one stage with their note as a comment. See Review and approve content.

Choose what your client sees

At the top of Manage, under What your client sees, turn each tab on or off:

• To approve: turn it off if this client doesn't sign off on work. This also turns off Posts need sign-off.
• Report: turning it off also stops report emails.
• Accounts: turn it off if you connect their accounts yourself.

One tab always stays on. You still see every tab, with a note on the ones your client can't see.

Make posts wait for a yes

Under To approve, turn on 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.

In the scheduler, each post shows where it stands, like Waiting on client or Client approved. When sign-off is on, a Won't post without your client's OK box lists the posts in the next 48 hours that still need a yes.

Report emails

Open Report and find Report emails. Emails go out from your agency's name.

Setting	What it does
Every Monday	Last week's report, on Monday (US morning). On by default.
First of the month	Last month's report, on the 1st.
Off	No automatic emails.
Who gets it	Tick the people who get it. Everyone under People is ticked to start.
Copy to my team	Your agency's team gets a copy too.

Click Send a test to me to see the next email before your client does. Only you get it.

To send one any time, pick a week or month at the top of Report 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.