How to Map Master-Child Resources
LedgeSpace allows you to connect your master accounts once at the agency level and map specific resources to individual clients.
- Connect Master Accounts: Navigate to Integrations. Connect your platform master accounts (e.g., Meta Business Manager, Google MCC).
- Map to Child Profiles: Go to a specific Client Profile and select Add Data Source.
- Choose the master account and map the specific child resource (e.g., a specific ad account or web property) directly to the client.
How to Monitor Integration Health
Use the Integration Health Monitor to ensure your data pipelines are active:
- Go to Dashboard > Integration Health.
- Review the centralized, live-status dashboard.
- The dashboard will alert you to any disconnected sources or API authentication failures across your entire client portfolio. Follow the prompts to reconnect any failed integrations.
How to Add and Manage Clients
To add a new client:
- Navigate to Clients > Add New Client.
- Enter the client details and assign primary contacts for report delivery.
- Be mindful of your plan's Client Limits:
- Starter Plan: Up to 5 Clients
- Agency Plan: Up to 20 Clients
- Agency Pro Plan: Unlimited
- (Unpaid fallback limit: 3 clients)
