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Health Overview

Archived Tasks

Reports

Filter tasks by date, assignee, and brand
All users ▾
All brands ▾
All locations ▾
All groups ▾
Select filters above and click Run Report

Admin Tools

Super admin utilities — not visible to other team members.

Brand Registry Export

Download a formatted BRAND-REGISTRY.md file generated from live database data. Upload to Claude Team projects after download.

Download BRAND-REGISTRY.md
Clients

Clients receive weekly Brand Reports. Assign brands to a client from the Brand Edit modal.

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Refresh All Account Data

Fetch fresh data from all connected accounts for every brand. Run this before auditing to ensure health scores use current data. The full refresh takes 3–5 minutes. Individual sources can be run separately below.

Refresh Individual Sources
Run All Brand Audits

Runs the AI Health Audit for every brand in the portfolio, one at a time. Each audit calls the Anthropic API and saves results to the database. This process takes several minutes — do not close the page while running.

New Brand — Google Business Profile Setup

Follow these steps each time a new brand's GBP location becomes available — either after verification completes or after manager access is granted.

1
Confirm manager access in Google Business Profile
The manager account localservicemarketing@gmail.com must have Manager or Owner access to the GBP location before it will appear in the matcher. Request access from the business owner if not yet granted, or verify the listing if it's a new profile.
Open Google Business Profile ↗
2
Verify the location appears via the discovery tool
Run the GBP discovery tool to confirm the new location is accessible via the API. It lists every account and location the manager account can see, along with Location IDs. Use this to get the exact Location ID if needed.
Run GBP Discovery Tool ↗
3
Match the location to its brand
The GBP Location Matcher shows all your brands on the left and all accessible GBP locations on the right. Click a brand, then click its matching GBP location — the Location ID and Account ID are saved to the database instantly. Use the search boxes on both sides to filter by name, website, or phone.
Open GBP Location Matcher ↗ — or paste the Location ID manually in Edit Brand → Accounts & Channels → GBP
4
Fetch GBP data and run a health audit
After matching, fetch fresh GBP data for the brand, then run a health audit to generate an accurate score. Use the individual source button above, or trigger a per-brand refresh from the brand's Overview tab (↺ on any GBP row).
ℹ Currently unmatched: 23 brands are pending — either awaiting GBP verification or manager access grant from the business owner. Once access is confirmed, run the matcher (Step 3) to connect them. No code changes required.
New Brand — Facebook & Instagram Setup

Follow these steps each time a new brand is added to connect its Facebook Page and Instagram account for data fetching.

1
Add the Page to the System User in Meta Business Manager
Go to Business Settings → System Users → brand-dashboard → Add Assets → Pages → select the new page → Full Control.
Also add any linked Instagram account under Accounts → Instagram accounts.
Open Meta Business Manager ↗
2
Refresh the pages list
Re-run the Facebook setup using the saved System User token. This updates fb-pages.json so the new page appears in the matcher.
Run fb-setup.php (use saved token) ↗
3
Auto-assign the Page ID using the matcher
The matcher cross-references all brands against the Facebook pages list and scores each match by name and URL. Review suggestions, then click Apply to write Page IDs directly to the database. Use the Override dropdown for any brand that didn't auto-match.
Open Facebook Page Matcher ↗ — or paste the Page ID manually in Edit Brand → Accounts & Channels → Facebook
4
Run a Facebook / Instagram refresh
After the Page ID is set, fetch data for the new brand. Use the individual source button above, or trigger a per-brand refresh from the brand's Overview tab (↺ on the Facebook row).
ℹ Token note: The System User token never expires. If you ever need to regenerate it (e.g. permissions change), go to Meta Business Manager → System Users → brand-dashboard → Generate token, then run fb-setup.php?system_token=NEW_TOKEN.
Analytics Setup — Search Console & GA4

Audit and configure Search Console URLs and GA4 Property IDs for all brands. Validate properties against the live Google API, assign them from your actual property list, and re-fetch analytics per brand after saving.

1
Open Analytics Setup and load your Google properties
The tool shows all 55 brands with their current sc_url and ga4_property_id values, color-coded by status. Click Load in the right panel to pull your actual SC properties and GA4 accounts live from Google.
Open Analytics Setup ↗
2
Assign properties to brands
Click a brand row to select it, then click any property in the right panel to assign it. The field fills in automatically. Use the Missing only filter to focus on brands that still need values. Click 💾 per row to save, or Save All Changes to batch-save everything.
3
Validate SC URLs against the Google API
Click ✓ Validate All SC URLs to confirm each property is accessible with your token — not just correctly formatted. A green Valid badge means data will fetch. A red Error badge means the URL is wrong or your token can't access that property.
4
Re-fetch analytics after saving
After saving a correct SC URL or GA4 ID, click ↺ on that row to immediately pull fresh data for that brand. The Accounts tab Analytics section will populate on next brand open.
ℹ SC URL formats: Domain properties use sc-domain:example.com — URL-prefix properties use https://example.com. Copy the exact string from the Search Console property selector dropdown.

Task Templates

Create reusable templates to quickly populate subtasks when creating a new task.