1. Connect
Authorize ad platforms
Agency admins connect supported ad platforms through OAuth and keep tokens on the server side.
Envidicy Dashboard
Agency reporting and client access
A hosted workspace for agencies to connect ad platforms, import accounts, sync reporting data, and share read-only dashboards with clients.
Purpose
Connect ad accounts and deliver client reporting
Envidicy Dashboard is a SaaS application for agencies. Agency admins connect supported ad platforms, import the ad accounts they can access, activate selected accounts for sync, and provide clients with read-only dashboards that show only assigned reporting data.
Access model
Platform ownerManages agencies
Agency adminConnects integrations
Client viewerRead-only reports
2. Import
Import accessible accounts
The app discovers accessible ad accounts, including manager-account hierarchies where applicable, and lets the agency choose what to sync.
3. Share
Deliver client dashboards
Clients sign in to view reporting only for the accounts assigned to them. They do not authenticate with the ad platforms directly.