About the Course
Learn to effectively manage and control access to your NinjaCat dashboards through strategic assignment and flexible sharing options. This course covers the complete process of assigning dashboard profiles to specific accounts and implementing various sharing methods to provide clients and team members with secure, controlled access to performance data. You'll master the three primary sharing approaches: individual user invites for single-account access, multi-account access for enterprise clients managing multiple campaigns, and automatic login URLs for seamless, hassle-free dashboard access. The course also covers advanced features like excluding specific dashboard pages for individual accounts while maintaining the integrity of the original dashboard profile for other users. You'll learn to navigate account settings to assign custom dashboard profiles, understand the "one profile per account" limitation, and discover how to use the accounts CSV export to obtain direct dashboard URLs for email integration using dynamic text placeholders. Perfect for agencies and consultants who need sophisticated access control while maintaining security and providing excellent client experiences through streamlined dashboard sharing workflows.
Prerequisites: Dashboard profiles created, accounts configured in NinjaCat, basic platform familiarity.
Course Categories
Course Instructor
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Assigning Dashboard Profiles
- Assigning Dashboard Profiles (Video)
- Assigning Dashboard Profiles (Quiz)
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Sharing Your Dashboards
- Sharing Your Dashboards (Video)
- Sharing Your Dashboards (Quiz)
- Sharing Your Dashboards (Validation)
About the Course
Learn to effectively manage and control access to your NinjaCat dashboards through strategic assignment and flexible sharing options. This course covers the complete process of assigning dashboard profiles to specific accounts and implementing various sharing methods to provide clients and team members with secure, controlled access to performance data. You'll master the three primary sharing approaches: individual user invites for single-account access, multi-account access for enterprise clients managing multiple campaigns, and automatic login URLs for seamless, hassle-free dashboard access. The course also covers advanced features like excluding specific dashboard pages for individual accounts while maintaining the integrity of the original dashboard profile for other users. You'll learn to navigate account settings to assign custom dashboard profiles, understand the "one profile per account" limitation, and discover how to use the accounts CSV export to obtain direct dashboard URLs for email integration using dynamic text placeholders. Perfect for agencies and consultants who need sophisticated access control while maintaining security and providing excellent client experiences through streamlined dashboard sharing workflows.
Prerequisites: Dashboard profiles created, accounts configured in NinjaCat, basic platform familiarity.
-
Assigning Dashboard Profiles
- Assigning Dashboard Profiles (Video)
- Assigning Dashboard Profiles (Quiz)
-
Sharing Your Dashboards
- Sharing Your Dashboards (Video)
- Sharing Your Dashboards (Quiz)
- Sharing Your Dashboards (Validation)