Dashboard
The Dashboard is your command center, offering a snapshot of your most important data and recent activities.
Inbox
Your Inbox centralizes all your communications with vendors about active orders and quotes.
Contacts
In the Contacts section you can store, organize, and manage information about your clients and leads, as well as onboarding them to most Umbrella Services.
Calendar
This tool enables you to customize your Umbrella calendar for your agency and client’s needs.
Payments
The Payments section is your financial hub. It facilitates the management of all monetary transactions, including sending out invoices and payouts.
Training Center
The Training Center is your main educational resource to view all program trainings and needed resources.
Marketing
This comprehensive suite of tools is designed to support all your marketing efforts. It includes several specialized subsections:
Brand Settings: View your website templates, create logos and purchase domains
Reports: Manage your snapshot reports
Websites: View your website templates, create logos and purchase domains
Tools: Use tools associated to your licenses
Resources: Find a comprehensive list of all marketing resources
My Programs
The My Programs section is dedicated to viewing your available programs.
Agents
If you have a team, the Agents area allows you to manage your team members. You can control their access to the platform from here.
Settings
In the Settings section, you can customize your account and platform preferences along with your integrations and phone numbers.
Support
Whenever you require assistance, the Support section is your destination. It provides access to customer service and a variety of help resources.
