Control Center
The Control Center section helps you understand and manage the core structure of your WhatConverts environment, including how Master Accounts, Accounts, and Profiles work together. In this section, you’ll learn how to navigate your hierarchy, configure settings at each level, and set up an account structure that supports your team or agency.
Why It Matters
A clear and well-structured account hierarchy makes your entire WhatConverts setup easier to manage and scale. This section helps you:
- Understand how Master Accounts, Accounts, and Profiles work together.
- Configure the right settings at every level to match your business structure.
- Navigate accounts quickly with the Account Navigator.
- Ensure clients and team members see the correct data.
- Build an agency structure that supports growth, security, and clean reporting.
A strong foundation in the Control Center ensures that everything built on top of it, from lead tracking to reporting, stays organized and scalable.
Articles in This Section
- Understand the WhatConverts Account Hierarchy
- What is a Master Account?
- What is an Account?
- What is a Profile?
- Understand the Master Account Settings
- Understand the Account Settings
- Understand the Profile Settings
- Search and Navigate Accounts with the Account Navigator
- Set Up Your Account Structure as an Agency
These articles guide you through understanding how WhatConverts is organized and how to manage the structure effectively.
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