Create a login for your client
Created by: Julia McLaughlin
Modified on: Thu, 27 Jan, 2022 at 11:45 AM
From your agency dashboard click 'log in as' to log into your client account
If you have multiple locations, select the appropriate location from the drop down menu on the header.
- Select ‘User Management’ from the drop down in the upper right hand corner
- Choose ‘Add new user’
- Fill out your client’s name, email, user role and select the checkbox beside the location
- Hit ‘submit’
Note: Your client will be sent login credentials which they will now be able to use to login to their account to manage as you see fit.
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