TABLE OF CONTENTS

• Step 1: Enter Edit Mode
• Step 2: Navigate to Objects tab
• Step 3: Choose Embed
• Step 4: Enter the URL
• Step 5: Add Parameters
• Step 6: Utilize Dynamic User Properties
• Supported User Properties

Step 1: Enter Edit Mode

• Open your Sub Account Dashboard and enter Edit mode.

Step 2: Navigate to Objects tab

• Once in Edit mode, navigate to the Objects section.

Step 3: Choose Embed

• Select the Embed option from the Objects menu.

Step 4: Enter the URL

• Enter the URL of the content you want to embed into the dashboard.

  
  

Step 5: Add Parameters

• After entering the URL, add the required parameters to customize the content.

Step 6: Utilize Dynamic User Properties

• You can dynamically inject the sub-account or user identifier into the iframe source. You can use placeholders like {{location.id}} or {{location.name}} in the URL to make it more versatile.

• As an example, you can use {{location.id}} to create a dynamic URL like this: https://app.SourCherry.com/v2/location/{{location.id}}/conversations.

• You can embed the above link as an iFrame URL on your dashboard.

Supported User Properties

1. We support various user properties that can be passed in the URL. Replace the property in {{user.userpropertyhere}} with any of the following supported user properties:
   • companyId
   • email
   • phone
   • role
   • type
   • firstName
   • lastName
   • name
   • fullName
2. For example, you can use https://yourwebsiteurlhere.com/?user={{user.firstName}} to pass the user's first name in the URL.