We’re thrilled to share that the Manage Client Dashboard for accounts is receiving a makeover, featuring a new design focused on enhanced usability, a cleaner UI, and improved performance!
What’s New:
1. Improved User Interface
- A cleaner, more intuitive UI for account Tasks and Notes
- An optimized layout to enhance workflow efficiency
2. New “Features & Limits” Section
- Manage feature access for all clients in one centralized location
- Set usage limits for both SaaS and non-SaaS clients
- Customize permissions tailored to individual client needs
3. Centralized Payments Section
- A single location for managing all client billing details
- Unified management of payment methods
- Centralized administration of wallet and billing address
4. Simplified SaaS Onboarding
- A streamlined process for onboarding clients onto SaaS
- An easier flow for requesting payment details
- Clear status indicators to show client progress
5. Enhanced Rebilling Section
- Improved workflows for client payments
- Visual indicators for onboarding status
- Better navigation for configuring markups without excessive scrolling
6. Revamped Reselling & Marketplace
- Enhanced user experience for managing add-ons
- Greater clarity when overseeing client add-ons
- A more intuitive interface for service deployment
7. Upgraded Advanced Settings
- Improved management of email preferences for clients
- Streamlined controls for notifications
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