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What You’ll Learn

  • Understanding site-level vs client-level token priority
  • When to use each token type
  • Managing tokens that share the same name
  • Where to store reusable client details
Extension Add-on - This add-on provides standalone functionality within MainWP Dashboard. No third-party plugins required.
This article explains how MainWP Dashboard resolves Pro Reports values when the same token exists at both the site level and the client level.

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Site-Level Tokens:

  • Stored on the site Edit screen: Site-level values are entered in the Pro Reports Tokens section when you edit a site in Sites > Manage Sites.
  • Used first when filled in: If a site-level value exists for a token, Pro Reports uses it before checking the client-level value.
  • Usage: Site-level tokens are ideal for specific, unique information relevant to an individual site.

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Client-Level Tokens:

  • Fallback Mechanism: If a token is not set or is left empty at the site level, the client-level value is used instead.
  • Stored in the Clients feature: Client-level values come from the Clients area in MainWP Dashboard, including built-in client details and any custom Client Fields you create.
  • General Information: Client-level tokens are suitable for information that applies across multiple sites assigned to the same client.
  • Separate data source: Even when a token name matches a site-level token, the client-level value is stored separately from the site-level Pro Reports value.

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Managing Redundant Tokens

  • No Need for Deletion: It is not necessary to delete tokens even if they share names between client and site levels.
  • Selective Input: Enter values where most appropriate (client or site level) and leave the other level empty if not needed.
  • Pro Reports Prioritization: If both levels use the same token name, Pro Reports uses the site-level value when it is filled in and falls back to the client-level value when the site-level field is empty.

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Where to Store Extra Client Details

  • Use Client Fields for reusable data: Create custom client fields under Clients > Client Fields, then fill them in when adding or editing a client.
  • Use site tokens for per-site overrides: Use the Pro Reports Tokens section on the site Edit screen only when a value needs to differ for one specific site.