Clients

Clients let you organize the businesses you report on, with their accounts and contacts, in one place. Each client has its own assigned accounts, branding, and settings, so you don't manage every account in one list.

This reduces clutter and gives you better control over reporting, especially when you handle many accounts.

What you can do

• Create and manage many clients from one list
• Assign accounts (Google Search Console, Facebook Ads, and others) to each client
• Keep each client's data separate
• Track client status (Active or Inactive)
• Set client-level settings like currency and branding
• Search, filter, and switch between clients
• See how many dashboards and goals each client has, in the clients list

Who can do what

To create, rename or delete a client, or change its branding, your role must be Owner, Admin or Deputy Admin. Deciding who your clients are is a decision about the business, so it sits with the people who run the team.

To assign accounts to a client that already exists, your role must be Owner, Admin, Deputy Admin or Data Manager. That is the setup job: it decides which accounts feed which client, and so what every client-scoped dashboard contains.

All standard roles, including Viewer, can see the client list and which accounts belong to each client.

A custom role can also have any of these permissions.

Contacts have their own permissions. All roles can see contacts and select them as recipients. To add, edit or delete a contact, your role must be Owner, Admin or Deputy Admin. See Client contacts.

See standard roles for the full picture.

Key components

Clients list

Clients in the main menu lists every client in a table:

• Client: name, logo and domain
• Accounts: the connectors assigned to the client, as logos. Hover over them to see how many accounts come from each.
• Contacts: the people at the client you send briefings and setup links to
• Reporting: how many dashboards and goals the client has
• Status: Active or Inactive
• Created by: who added the client, and when

Search by name or domain, filter by Status or Created by, and sort by Recently added or by name. A client with no accounts or contacts says so, with Add accounts or Add contacts. Select one to open the client with that dialog already open. Select a row to open the client.

Create client

The dialog where you add a new client. Its fields are:

• Client name (required)
• Domain
• Logo
• Brand color
• Currency

Each client then has its own identity in the Hub.

The setup guide opens a different version of this dialog, which also assigns the accounts. See Create a client from the setup guide.

A client's overview

When you open a client, the client switcher selects it, so the rest of Two Minute Reports shows that client's work. The client's Overview opens. Overview is the first item in the navigation under the switcher, beside Dashboards, Goals and Briefings. Select it at any time to come back to the client. Under the Overview heading are the client's logo, name and domain.

The page has three tabs: Accounts, Contacts and Details.

To go back to the clients list, choose All clients in the client switcher, then Clients. If you switch to another client while on an overview, you go to that client's overview.

Details

The client's own settings:

• Client name and domain
• Status (Active or Inactive)
• Branding (logo and color)
• Currency

Accounts

This tab links the client to its data.

• Assign accounts from many connectors (for example, Google Search Console and Facebook Ads)
• See every account assigned to the client
• Add accounts, or unassign them
• Search for accounts to assign

Contacts

The people at the client. Save them once, and the Hub suggests them as recipients when you send a briefing or a setup link. See Client contacts.

Status

Each client can be marked as:

• Active: in use
• Inactive: temporarily disabled without deletion

This lets you manage a client's lifecycle without losing its configuration.

Set up your first client

Step 1: Create a client

Open Clients in the main menu and select Create client.

Step 2: Enter the client's details

Enter the Client name. Optional: add the domain, logo, brand color and currency. Then select Create client.

Step 3: Assign accounts

Go to the client's Accounts tab and select Add accounts. Select the accounts that belong to the client, for example a Google Search Console property or a Facebook Ads account.

The Add accounts dialog shows the enabled accounts of your team, grouped by connector. Search by account name, ID or connector, or select Select all on a connector. Then select Add accounts.

Step 4: Use the client in your reporting

After you assign them, these accounts are available whenever the client is selected, always tied to the correct client.

Create a client from the setup guide

In the setup guide, the Create your first client step has a Create client button. It opens the Clients page and a dialog with two panes. In this dialog, you create the client and assign its accounts in one step.

The dialog opens automatically. While you stay on that page, Create client opens this dialog again. When you open Clients in a different way, Create client opens the usual dialog. The usual dialog has no accounts. You assign them after you create the client.

Select the accounts

The left pane, Accounts for this client, shows all the accounts that are enabled in your team, grouped by connector. This includes all the accounts that your team enabled before, not only the accounts that you enabled in the setup guide. In an agency team, the list can be long.

Which accounts are selected when the dialog opens:

• 25 accounts or fewer: all the accounts are selected.
• More than 25 accounts: no account is selected. The footer shows No accounts selected — this client won't have any data yet.

This message is not an error. It tells you to select the accounts of this client. You can also create the client with no accounts, and add them later.

To select accounts:

• Select the accounts one by one, or select Select all on a connector.
• Select Select all above the list to select all the accounts in the list. Select Clear to remove all the selections.
• If your team has more than 10 enabled accounts, use Search accounts to find accounts by account name or connector name. During a search, Select all changes to Select N matching, and it adds the accounts that you found.
• A search changes only the accounts that you see. It does not remove a selection. If the search hides accounts that you selected, N selected not shown shows how many.

An account shows Revoked if its connection has expired or its access was removed. You cannot select it. Reconnect the connection first. For this reason, Select all can count fewer accounts than the list.

Name the client

In the right pane:

• Client name (required)
• Domain (optional). Two Minute Reports uses the domain to get the logo and the brand color.
• Customize branding: upload a logo or set the brand color yourself.

Select Create client & continue to create the client with the selected accounts, and go to the next step of the setup guide. Do this later closes the dialog and does not create a client.

In some versions of the setup guide, the client name, the domain and the accounts are already filled in. Examine them before you create the client.

Navigate between clients

• Open Clients from the main menu.
• Use the client switcher at the top to change client. The first entry in the navigation reads Overview and opens the selected client's page.
• Select a client in the list to open its page.
• Switch between the Accounts, Contacts and Details tabs.
• Find a client's briefings on the Briefings page, with the client selected.

Benefits

Structured data: each client has its own space, so accounts don't get mixed up across clients.

Built for agencies: whether you manage 2 clients or 200, the structure stays the same.

Faster setup: accounts you assign once don't need to be set up again for each dashboard.

Accuracy: you are less likely to pull the wrong client's data into a dashboard.

A better client experience: custom branding and clean organization look more professional.

Best practices

• Use consistent names for clients
• Assign only the accounts that belong to each client
• Review inactive clients regularly
• Set the correct currency and branding at the start
• Don't create two clients for the same business

Next steps

• Set up goals: track campaign budgets and performance targets for each client
• Browse connectors: see all 30+ connectors whose accounts you can assign to clients
• Getting started: new to Two Minute Reports? Start here