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Adding additional data sources to your client

When the client is created, you can easily add more data sources.

  1. Click on Add a source under your client’s name.
  2. Select data source platform from the list (eg. Google Analytics for website performance tracking).
  3. Tick the data sources you need (specific Google Analytics views or social media pages that you would like to add to that particular client).
  4. Once selected, click on Add sources
  5. Your chosen data sources will land in your client folder.
  6. Clicking on View will open Client Settings window where you can check the added sources, set up client automation and adjust branding for that particular client. 

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