In this article, we will walk through the 2 ways of adding clients to your agency dashboard for better client management. For an overview of the agency dashboard, read our article here.
1. Creating Accounts for Clients
Navigate to Accounts > Add > Create new account
Set up with your clients' details.
2. Linking clients' existing accounts
You'll need your clients' account ID.
Account ID can be found in by navigating to Account > Account ID. You will need your clients' account ID, so you will need to ask them to find this.
After linking, your client will receive an email, requesting them to approve the link.
After approval, your client will be linked to you. You will be able to:
- See your clients' information in your agency dashboard
- Access their dashboard and control their settings