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Create Customer Dashboard

Create custom dashboards for customer accounts and share them through secure magic links.

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Step 1: Go to Customer Dashboards

Navigate to Embeds in the left sidebar.

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Step 2: Create a New Dashboard

Click Create Dashboard or ”+ Create” and select the customer account from the dropdown.

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Step 3: Customize Charts

Add and configure charts for outcomes, actions, seats, users, and costs. Each chart can be set to different time ranges, grouping intervals, and visualization styles like bar, line, area, or stacked charts. Drag panels to rearrange charts and resize them as needed. Click Save when done. After saving, click Generate Magic Link to create a secure link for the customer account. The magic link automatically authenticates the customer contact and shows only data for their account. Copy and share the link with the customer contact. When they click it, they’ll be logged in and see their dashboard without needing a password.