Client Setup
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Company Profile Required
Primary Contact
Billing Contact
Locations / Branches
+ Add Branch Location
Teams Required
Define how your organization groups patients and staff. Teams drive dashboard views, daily email summaries, and pipeline groupings. Most agencies create one team per location — but you can define teams however works best for your organization.
+ Add Team
Auto-create teams from your branch locations?
Dashboard Roles & Permissions
Assign dashboard roles to control what each user can see. These roles apply only to the Solvr Dashboard — they do not affect GHL permissions.
Role Definitions
Admin — Full access to all tabs, all teams, both pipelines. Can manage settings and view all data.
Manager — Executive, Rep, Team, and Logs tabs. Sees their direct reports and aggregated team data. Both pipelines.
Rep — Rep Dashboard and Logs only. Sees only their own data. Patient Intake pipeline.
Office Admin — Executive, Rep (read-only), Team, and Logs tabs. All intake data. Primarily Patient Intake pipeline.
User Role Assignments
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Rep → Manager Assignments
Assign each Rep to their Manager. This determines whose data Managers can see.
Performance Targets
Set monthly performance targets for your dashboard. These targets drive pacing calculations, benchmarks, and goal tracking across all dashboard views. Update monthly or leave as defaults.
New admissions per month
Target average daily census
Expected field visits per rep per week
Referral-to-admission conversion target
💡 These targets appear on all dashboard views. Users cannot edit them from the dashboard — only admins can update them here.
Brand Board
Brand Colors
Typography
Logos
Tagline
Brand Voice
Essentials Required
▶ Additional Brand Voice Details
These fields enhance the quality of generated content but aren't required to get started.
Collateral System Settings