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Using the Client Accounts View

Manage all of your Accounts at once with the Client Accounts view.

The Client Accounts view is exclusively available to Manager Accounts. A Manager Account is designed for users who oversee multiple companies under a single Service Direct account.

Manager Accounts allow you to manage Opportunities and Campaigns across all Company Sub-accounts with a single sign-on. In most cases, our Clients only need a single Account, but in the case of franchises or companies operating across multiple locations, multiple Accounts are an effective way to manage payments, Opportunity Delivery, and reporting from a single dashboard.

If you believe you could benefit from a Manager Account, please contact a Support Team Member.

How do I access the Client Accounts view?

To access the Client Accounts view:

  1. Log in to your Manager Account at mySD.
  2. Click Client Accounts in the mySD Navigation Bar.

mySD-SettingsUsers-ClientAccount

The Client Accounts view provides a top-level overview of each account's performance, including:

  • A summary count of total Client Accounts and Campaigns, with the ability to sort Campaigns by parameters such as status, performance, and service category
  • The Company Names of each Client Account
  • The total number of Campaigns per Client Account
  • The number of Campaigns per Client Account broken down by Service Category
  • The number of Paused and Enabled Campaigns per Client Account
  • The number of Leads received by each Client Account
  • The total Opportunity Cost for each Client Account

To explore further, click any highlighted (blue, underlined) metric value in the Client Accounts view to drill down into detailed information for that metric.