Overview

The Kumulos agency console offers an easy way to group your app development projects by the client you are building the app for. This helps to keep the console organized and allows you to give clients access to their own client portal where they can view the analytics and reports for their apps. You can also share files and links with them. If you have applied your branding to your console, then their client portal will also contain your logo and colors.


Managing Clients

Adding a Client

To add a new client to the console, click the logo to go to your agency console and click the primary action button.

Add a Client

Fill in the name of the client and select whether or not you want to enable the client portal for that client, then click "Save".

Add a Client

You will now be redirected to the client dashboard.

The Client Dashboard

This screen shows all apps belonging to a client, with summary information about each service that is enabled for each app.

Client Dashboard

Editing a Client

From the home screen, use the context action on the client card you wish to edit to select "Edit".

Client Card Menu Button

Client Card Menu

Make any edits as you wish, and click "Save" to be returned to the home screen.

Deleting a Client

To delete a client, first ensure that it owns no apps. To do this you can either delete all apps from the client, or move the apps to another client.

Then, from the home screen, use the client card context menu to select "Delete".

Client Card Menu

You will be prompted to confirm the deletion.

Client Card Menu

After deletion, the client will be removed from your console. Any users who you invited to view the client will still be able to log in to the client portal, but will no longer see any data.

The Client Portal

If you enabled the client portal when adding your client, then you can then invite users to see their apps in their client portal.

Client portal

Inviting Users to their Client Portal

In "Account Settings", select "Users" from the sidebar menu. To invite a user to their client portal click the action button at the top of the screen, this will display the Invite User form. Enter their email address, select "Client" as the role and then select the client from the drop-down list.

Invite user to client portal

Only those clients for which the client portal has been enabled will be listed, but you can enable the client portal for an existing client by Editing that client

Branding the Client Portal

If you have applied your branding to your console, then when clients can use your sub-domain to login to their portal and will see your logo and color theme. There will be no reference to Kumulos anywhere in their client portal.

Branded portal

You can apply your branding to your console and client portals from Account Settings.

Allow clients to login from your agency website

To prevent your clients having to remember the URL of their client portal, you can add a form to your agency website so that they can login to their client portal from there. Using a script tag, include the minified login helper Javascript functions.

<script src="https://kumulos.com/app-delivery/client-portal-login.min.js"></script>

Assuming the login form captures the email address and password in variables, email and password respectively, you can then login and redirect your client to their portal as follows.

Kumulos.AppDelivery.loginAndRedirect(email, password)
    .catch(function (error) {
        // Something went wrong
    });

We strongly recommend that your login form captures email and password over HTTPS only.

Alternatively, you can handle the login and redirect separately (for example to open the client portal in another tab or window) as follows:

Kumulos.AppDelivery.login(email, password)
    .then(function (url) {
        // Handle redirect to URL
    })
    .catch(function (error) {
        // Something went wrong
    });