[{"data":1,"prerenderedAt":277},["ShallowReactive",2],{"content:\u002Fuse-cases\u002Fsmall-web-teams-agencies":3,"related:\u002Fuse-cases\u002Ffreelancers-client-sites,\u002Fguides\u002Fwebsite-monitoring-checklist-for-freelancers,\u002Ffeatures\u002Fcosts-and-revenue-per-project":265},{"id":4,"title":5,"body":6,"category":236,"description":237,"extension":238,"faq":239,"h1":252,"meta":253,"navigation":254,"path":255,"published":256,"readingMinutes":257,"related":258,"seo":262,"stem":263,"updated":256,"__hash__":264},"useCases\u002Fuse-cases\u002Fsmall-web-teams-agencies.md","Shared dashboard for a small web team",{"type":7,"value":8,"toc":226},"minimark",[9,13,16,21,56,60,86,90,173,176,180,206,210,213,217],[10,11,12],"p",{},"A team of two or three can run a dozen client sites, until someone is on holiday and nobody knows which site is theirs, which renewal is coming or who has the registrar login. The tools that solo freelancers keep in their head have to be shared.",[10,14,15],{},"This page describes how a small agency or team can run client sites from one shared dashboard.",[17,18,20],"h2",{"id":19},"what-goes-wrong-when-a-small-team-shares-client-sites","What goes wrong when a small team shares client sites?",[22,23,24,32,38,44,50],"ul",{},[25,26,27,31],"li",{},[28,29,30],"strong",{},"Nobody owns it."," An alert goes to one inbox and the person who got it is away.",[25,33,34,37],{},[28,35,36],{},"Knowledge sits in people."," Who manages this client's hosting? Where is the registrar login? Only one person knows.",[25,39,40,43],{},[28,41,42],{},"Everyone sees everything, or nothing."," A contractor either has the keys to the whole business or cannot do their job.",[25,45,46,49],{},[28,47,48],{},"Renewals fall between chairs."," A domain or certificate expires because each person assumed someone else watched it.",[25,51,52,55],{},[28,53,54],{},"Costs are private for a reason."," Margins and costs should not be visible to every freelancer on a project.",[17,57,59],{"id":58},"how-does-a-shared-dashboard-fix-this","How does a shared dashboard fix this?",[61,62,63,69,75,81],"ol",{},[25,64,65,68],{},[28,66,67],{},"One project per client site."," Everything about it is attached to the project, so a teammate can pick it up without asking.",[25,70,71,74],{},[28,72,73],{},"One list, sorted by what needs attention."," A down site, a failed deploy or an expiring certificate is at the top for everyone, not in one person's inbox.",[25,76,77,80],{},[28,78,79],{},"Renewals in one calendar."," Certificates and domains are read for you and the rest can be added by hand, with whose job it is in the note.",[25,82,83],{},[28,84,85],{},"Roles decide what each person sees.",[17,87,89],{"id":88},"what-can-each-role-do","What can each role do?",[91,92,93,115],"table",{},[94,95,96],"thead",{},[97,98,99,103,106,109,112],"tr",{},[100,101,102],"th",{},"Role",[100,104,105],{},"Sees projects and health",[100,107,108],{},"Edits projects and connections",[100,110,111],{},"Sees costs and revenue",[100,113,114],{},"Manages members",[116,117,118,133,146,160],"tbody",{},[97,119,120,124,127,129,131],{},[121,122,123],"td",{},"Owner",[121,125,126],{},"Yes",[121,128,126],{},[121,130,126],{},[121,132,126],{},[97,134,135,138,140,142,144],{},[121,136,137],{},"Admin",[121,139,126],{},[121,141,126],{},[121,143,126],{},[121,145,126],{},[97,147,148,151,153,155,158],{},[121,149,150],{},"Editor",[121,152,126],{},[121,154,126],{},[121,156,157],{},"No",[121,159,157],{},[97,161,162,165,167,169,171],{},[121,163,164],{},"Viewer",[121,166,126],{},[121,168,157],{},[121,170,157],{},[121,172,157],{},[10,174,175],{},"Costs and revenue, and renewal dates that come from recorded costs, stay with owners and admins, so you can add a contractor without showing them the money.",[17,177,179],{"id":178},"how-do-we-run-it-week-to-week","How do we run it week to week?",[22,181,182,188,194,200],{},[25,183,184,187],{},[28,185,186],{},"Monday:"," one person opens the list and handles anything at the top. If everything is quiet, that takes a minute.",[25,189,190,193],{},[28,191,192],{},"When an alert fires:"," the person who sees it says so in the team chat, so two people do not fix the same problem and nobody assumes someone else will.",[25,195,196,199],{},[28,197,198],{},"Monthly:"," review search visibility and performance for the clients that matter.",[25,201,202,205],{},[28,203,204],{},"Quarterly:"," review renewals, registrar ownership and who has access.",[17,207,209],{"id":208},"what-does-it-not-do","What does it not do?",[10,211,212],{},"Datumboard is an internal dashboard for you and your team. It does not give clients their own login, publish public status pages or produce branded client reports today. If your clients need those, you will use another tool for that part.",[17,214,216],{"id":215},"where-datumboard-fits","Where Datumboard fits",[10,218,219,220,225],{},"Datumboard is being built so a small team can see health, deploys, renewals, search data and costs for every client site in one list, with roles that keep the money private. It is in early access, and you can ",[221,222,224],"a",{"href":223},"#early-access","join the list below",".",{"title":227,"searchDepth":228,"depth":228,"links":229},"",2,[230,231,232,233,234,235],{"id":19,"depth":228,"text":20},{"id":58,"depth":228,"text":59},{"id":88,"depth":228,"text":89},{"id":178,"depth":228,"text":179},{"id":208,"depth":228,"text":209},{"id":215,"depth":228,"text":216},"Use case","Give every teammate and contractor the view they need of your client sites, with four roles and costs kept private to owners and admins.","md",[240,243,246,249],{"q":241,"a":242},"How do small web agencies keep track of all their client websites?","They keep one project per client site with everything attached to it - the address, repository, hosting, search property, renewal dates and costs - and one shared list that shows what needs attention. That removes the need for each person to remember which tool holds which client.",{"q":244,"a":245},"Can I give a contractor access without showing them our costs?","Yes. Datumboard has four roles - owner, admin, editor and viewer - and costs, revenue and renewal dates that come from costs are visible to owners and admins only. A contractor with the editor or viewer role sees projects and health but not the money.",{"q":247,"a":248},"How do I avoid two people fixing the same problem, or nobody fixing it?","Use one shared list sorted by what needs attention, and agree who looks at it and when. The point is a single source of truth, so an alert is visible to the whole team and not only to the person who happened to receive an email.",{"q":250,"a":251},"Can I invite my team by email?","Yes. Owners and admins invite teammates by email, choose a role for each and can change or remove access later.","A shared dashboard for small web agencies and teams",{},true,"\u002Fuse-cases\u002Fsmall-web-teams-agencies","2026-10-12",6,[259,260,261],"\u002Fuse-cases\u002Ffreelancers-client-sites","\u002Fguides\u002Fwebsite-monitoring-checklist-for-freelancers","\u002Ffeatures\u002Fcosts-and-revenue-per-project",{"title":5,"description":237},"use-cases\u002Fsmall-web-teams-agencies","kaFB2pkAHNPCDwxCFd5j7-0XCZAKWaJZOIF8UovqzVI",[266,269,273],{"title":267,"description":268,"path":259,"category":236},"Dashboard for managing multiple client websites","See uptime, SSL and domain renewals, deploys, Search Console and costs for every client site on one screen, and hear about problems before your client does.",{"title":270,"description":271,"path":260,"category":272},"Website monitoring checklist for freelancers","A practical checklist of what to monitor on every client website, from uptime and SSL to domains, deploys and search, and how often to check each.","Checklist",{"title":274,"description":275,"path":261,"category":276},"Costs and revenue tracker per project","Record what each project costs and earns, import a CSV and see monthly totals and margin per project, with yearly bills counted properly.","Feature",1791830035951]