Role-specific
Client viewer dashboard
If your brand is represented by a RepBud rep, this is your read-only window into everything they've been doing for you — meetings, trips and a running activity feed.
7 steps, in order
Every part of the screen, written out beside you — and the same guide as a PDF to keep.
Questions
Can I edit or add anything from the client viewer dashboard?+
No. It's read-only by design — a transparency window into your rep's activity. You see meetings, trips and the activity feed, but nothing here changes their logs.
How far back does the activity go?+
The stats summarise the last 90 days, and the "Recent activity" feed lists recent interactions newest first, tagged by how each one came in.
What do the source tags mean?+
They show how the interaction reached your rep — Email, WhatsApp, Quick Log, Meeting or Meeting Prep — so you can see the channel at a glance.
I see "No dashboard access" — what now?+
It means you haven't been invited to a dashboard yet. Ask your sales representative to invite you, and it'll appear here.
RepBud is designed to assist, not replace, your professional judgement.