Enable Client Management
SerpWatch Client Management tool allows you to manage multiple clients and projects from a single dashboard and it takes just a couple of minutes to set it up!
Here’s how to enable Client Management in SerpWatch:
Log into the Project Dashboard:
Click your name icon and select “Client Management”:
Use the toggle to enable Client Management:
Fill In Agency Details
- Fill in primary info about your agency:
- agency name (required)
- address
- phone number
- agency mission
Your agency name will be visible to your clients on their Dashboard:
Personal Domain and Logo
Create a custom URL to share with your clients:
Set up your personal agency domain (setting up a personal agency domain allows you to manage clients from your own domain, instead of serpwatch.io and is the first step to white labeling your agency. To fully white-label your agency in SerpWatch, follow the steps outlined in the guide: How to White Label Your Agency?)
Upload your agency logo:
Your logo will be shown on the login page, header, footer, and branded reports.
reCAPTCHA Key for Client Portals
To generate a custom reCAPTCHA key for your client portals, you first need to set up your personal agency domain.
Once you enter your domain, the Google reCAPTCHA section will appear under the SMTP details (white label emails) section.
Please refer to the reCAPTCHA Key for Client Portals guide for detailed instructions.
Keep in mind that setting up your personal agency domain will not fully white label the dashboard as SerpWatch links will still be visible to your clients.
To fully white-label your agency in SerpWatch, you also need to set up white label emails and remove SerpWatch support and documentation links.
Here’s the complete guide to white labeling your agency in SerpWatch: How to White Label Your Agency?
Customize the Appearance of Your Dashboard
At the bottom of the page, you will see additional options for the Client Management login page and footer.
Check the boxes if you want:
(1) Your Agency name to show up on the login page
(2) Show your primary info in the footer
(3) Show the “Powered by SerpWatch” sign
You can further brand Client Management by customizing the Dashboard with your brand colors.
Scroll down to the bottom of the page and choose one of the available Dashboard themes:
You can also design your own Dashboard theme by selecting “Custom” and picking the colors from the Theme Color Palette:
Once you’re happy with the appearance of your Client Management dashboard, click “Save settings”:
