Repeat these steps in each client subaccount to roll The Shift out to them.
- 1
Open the client subaccount
In your platform, switch into the client's subaccount and open their Dashboard.
- 2
Add an IFrame widget
Click + Add widget → choose the IFrame type. This is the supported way to embed The Shift.
- 3
Paste the client's embed URL
Use the URL generated for that client below (it carries their location_id so the dashboard shows only their data).
- 4
Set the widget to full size
Make the widget full width and tall so The Shift fills the card. Save the dashboard layout.
- 5
Refresh and verify
Reload the dashboard. The inner sidebar auto-hides in embed mode and you'll see that client's live contacts, pipeline, calendar and payments.
Every subaccount under your agency, pulled live. Copy each client's embed URL.