Are you a Consultant, Franchise or VC Firm that sits over multiple accounts? Well this product update is made for you!
We have heard your feedback that you want greater visibility over your client, franchisee, and portco strategies.
myPortal view for multiple accounts
We have created myPortal that consolidates sub-accounts into one place. Think of it as the one-stop shop to see a breakdown of your clients' progress in one view, get direct access to their organizational report plus jump straight into their plan from your client list.
Accessing myPortal: Collaborator Status
In order to access the myPortal, first your access level needs to be changed to Collaborator. This should be done for anyone in your organization needing to have oversight of your sub-accounts.
Follow these steps to set up collaborator status
Log into one of the accounts you sit across
Go to the top right menu and access the User Management
Click on the pencil on the left-hand side of the user you want to give access to.
Click on the access level dropdown and select Collaborator.
Save and now you should see the myPortal tab in the top menu bar. If you can't see it just hit refresh on your website page and it will show.
Note: Collaborators are the highest type of admin and will get access to the subscription portal, payment details and entire business strategy so be careful who you give access to.
myPortal dashboard
After you have set the right access type, you will be able to see the myPortal tab in your top menu.
The main dashboard gives you oversight of your clients, their combined progress, and a breakdown of how they compare against one another.
Your Clients Progress
This module is calculated by adding the on track, at risk, and off track objectives for all your clients together.
Think of this section as a good tell of how you are performing at any given time.
Your clients' success = your success!
Client Comparison
The client comparison is particularly useful in understanding how your clients' performance compares against each other.
These bars are clickable and will take you through to the individual client report which you can also access from the Client Reports tab.
The bar graph visualizes the weighing of on track, at risk and off track objectives for each client account. This shows how progress is trending visually.
My Clients
This is a list of your active clients and shows their total number of objectives. From this page you can either view a client's individual report or access the client's full Empiraa plan by clicking the Go to plan button.
Client reports
This is the full organization report that can be accessed from the myReports tab in each individual plan. We've centralized these overview reports for you so you can quickly navigate between clients, export the reports and get a view of the overall performance before jumping into a client's plan for further exploration.