Adriel Client Dashboard Deployment (Onboarding)

Adriel Client Dashboard Deployment (Onboarding)

1. 01

   Create a new workspace in Adriel for the client

   Navigate to the Workspaces section and click 'Add Workspace'. Name it after the client and assign a primary owner.

2. 02

   Connect client ad accounts using no-code connectors

   Go to Data Sources > Add Connector. Select Google Ads, Meta Ads, LinkedIn Ads, or any of the 650+ sources. Authenticate with client credentials and map account IDs.

3. 03

   Configure white-label branding in dashboard settings

   Open Dashboard Settings > White Label. Upload client logo, set custom domain (Enterprise plan), and apply brand colors to all widgets.

4. 04

   Build interactive dashboards with drag-and-drop widgets

   Use the Dashboard Builder to add performance KPIs, charts, and tables. Pull metrics like impressions, clicks, conversions, and spend from connected sources.

5. 05

   Set up automated PDF report delivery

   In Reports > Schedule, create a recurring report (weekly/monthly). Select the dashboard, choose PDF format, and enter client email recipients. Enable client branding.

6. 06

   Activate budget pacing alerts and anomaly notifications

   Navigate to Alerts > Create Alert. Define conditions (e.g., spend exceeds 80% of daily budget) and set notification channels (email, Slack).

7. 07

   Invite client users with role-based permissions

   Go to Users > Invite. Enter client email, select role (Viewer or Editor), and restrict access to their workspace only.