Setting Up Dashboard Access

Logging in

  • Your login is created automatically during onboarding and sent to your welcome email.
  • Access is via email + password, with a “forgot password” reset flow on the login page.
  • We recommend enabling a password manager โ€” dashboard access includes billing history and performance data, so treat credentials like any other business-critical login.

Roles & permissions

Currently, Emporiant dashboards support two access levels:

  • Owner โ€” full access, including billing history and invoices
  • Team Member โ€” dashboard and reporting access, without billing visibility

If you need a more granular setup (e.g., view-only access for a marketing intern, or restricting certain reports), let us know โ€” we can usually accommodate custom access on request even where it’s not a default toggle yet.

What you can see in the dashboard

  • Live campaign performance (updated daily)
  • Monthly report archive
  • Billing history and invoice downloads (Owner role)
  • Account details and team member list

Exporting data

  • Reports can be exported as PDF (formatted, for sharing internally) or CSV (raw data, for your own analysis).
  • Need a custom export โ€” a specific date range, or data broken down in a way the standard export doesn’t cover? Just ask your contact directly; we can usually pull it manually within a day.

Troubleshooting access

  • Can’t log in: use the reset-password link first. If that email doesn’t arrive within a few minutes, check spam, then contact us.
  • Missing a report you expect to see: reports are typically published within the first 5 business days of the following month โ€” if it’s later than that and still missing, flag it.
  • Locked out entirely: contact your direct point of contact โ€” we can manually reset access same-day.

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