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Improve Embed management and deployment

Currently adding embeds is done one client at a time. For certain things that are client specific, this makes total sense. But if I want to deploy the same link to 20 clients ( a subset of clients), or remove a link from dozens of clients this can be a decent time sink.

Clientjoy.io has something similar where you can deploy links to all or select/multiselect to specific clients. It also has the ability to set the order of the portal links.

1 comment

Comments1

  • William Prater

    •

    Feb 18, 2025

    Completely agree! Client management is getting messy with the current embed layout. Client-wide and/or client-specific embeds would be great to have. Schedule a call, chat portal embeds, etc.