Manage Client Dashboard Revamp

We’re excited to announce that the Manage Client Dashboard for agencies is getting a facelift, with a new design aimed at better usability, cleaner UI, and snappy performance!

What’s New:

1. Improved User Interface

Cleaner, more intuitive UI for agency Tasks and Notes
Optimized layout for improved workflow efficiency

2. New “Features & Limits” Section

Control feature access for all clients in one place
Set usage limits for both SaaS and non-SaaS clients
Customize permissions based on specific client needs

3. Centralized Payments Section

Single location for managing all client billing information
Unified payment method management
Centralized wallet and billing address administration

4. Simplified SaaS Onboarding

Streamlined process for bringing clients onto SaaS
Simplified flow for requesting payment details
Clear status indicators showing client progress

5. Enhanced Rebilling Section

Improved client payment workflows
Clear visual indicators for onboarding status
Better navigation for configuring markups without endless scrolling

6. Revamped Reselling & Marketplace

Improved user experience for add-on management
Greater clarity when managing client add-ons
More intuitive interface for service deployment

7. Upgraded Advanced Settings

Better email preference management for clients
Streamlined notification controls