Manage client workspaces and credits

Your partner dashboard holds every client in its own workspace. Here is how to run it.

Adding a client

Create a new workspace for each client with their company name and website. Each workspace keeps its own score, report history, Virtual Buyers, and Workbench, fully separate from your other clients.

How credits work

Your subscription includes 10 report credits a month, shared across all workspaces from one pool. Running a report for any client uses one credit. Virtual Buyer runs are unlimited and never use credits, so use them freely between reports to show clients their progress.

Your remaining credits are always visible in the dashboard. Need more than 10 reports a month? Talk to us about a larger plan.

Bringing your team

Workspaces and users are unlimited. Invite your strategists and account managers, and give each client team access to the workspaces they run.