Client Dashboard — Giving Clients Access to Their Data
How to create client profiles, assign campaigns to clients, and give clients a read-only view of their own QR analytics.
What is the Client Dashboard?
The Client Dashboard feature (available on Premium and above) lets agencies and multi-client businesses manage each client as a separate entity inside SMLLR.
With the Client Dashboard you can:
- Create a named client profile in your account
- Assign campaigns and QR codes to that client
- Give the client a read-only login to see only their own data
- Generate client-specific reports that exclude all other clients' data
Your clients never see data from other clients — everything is fully isolated.
The Client Dashboard is ideal for marketing agencies managing QR campaigns for multiple brands, or multi-location businesses that want to give each location's manager access to just their own analytics.
How to Create a Client Profile
Go to Clients
Click Clients in the left sidebar of your dashboard.
Click + Add Client
Click the + Add Client button.
Enter client details
Enter the client's business name and optionally their logo, contact name, and email.
Save
Click Save Client. The client profile is created and appears in your Clients list.
Assigning Campaigns and QR Codes to a Client
Once a client profile exists, you can link campaigns and QR codes to it:
From the Campaign settings:
1. Open a campaign in edit mode
2. Find the Client field and select the client from the dropdown
3. Save — the campaign and all its QR codes are now associated with that client
From the QR Code settings:
1. Open a QR code in edit mode
2. Find the Client field and assign it
3. Save
Assigned campaigns and QR codes appear in the client's view when they log in.
Giving a Client Login Access
Clients have Viewer-level access by default — they can see analytics and download reports, but cannot create, edit, or delete any QR codes or campaigns.
Open the client profile
Go to Clients and click the client's name.
Click Invite Client
Click Invite Client or Add Client Login.
Enter their email
Enter the client's email address. They will receive an invitation to create a SMLLR account.
Client accepts the invite
The client clicks the link in the invite email, creates their login, and is taken straight to their own read-only dashboard — showing only the campaigns and QR codes assigned to them.
Generating Client-Specific Reports
When you generate an analytics export or a PDF report from the Reporting section, you can filter by client:
1. Go to Reporting in the left sidebar
2. Use the Client filter to select a specific client
3. All charts, tables, and metrics update to show only that client's data
4. Click Export to generate a CSV or PDF scoped to that client
PDF reports exported this way are branded with SMLLR's design by default. On Enterprise plans, white-label reports carry your agency's branding instead.
Client Access vs Team Member Access — What's the Difference?
| Team Member | Client Login | |
|---|---|---|
Sees data for | All campaigns in your account (based on role) | Only campaigns/QR codes assigned to them |
Can create QR codes | Yes (Editor+) | No |
Can edit campaigns | Yes (Editor+) | No |
Billing access | Admin only | Never |
Best used for | Internal staff and collaborators | External clients and brand partners |
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