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.
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.