What is a client account?
- Your Employees/ Sales Agents
- A Company that is a Client of yours
To add a client, go to Admin
By default, you will land on the “Clients Tab”
Use the Search bar to search a client. You can also sort your list of clients by using the “Sort By” option – it will give you 4 choices:
You also have the next and last buttons search tool
To add a new client, click on “Add a new Client” button
You will be taken to this page where you will be asked to enter your client’s details. If it’s a company, enter the business name. If it’s your employee, its best to put their first name for easy sorting.
After clicking the “Add Client” button, you will be on the Client Management page.
This is where you can Add a Mobile site and Add a new User for your client. Hit Save to preserve the changes. When you go back to Admin…
You will see your newly created client.
To modify a client account, click the name of the client or “Manage”
You will be again taken to the Client Management Page. This is where you can adjust the number of LIVE sites you allow your clients to have, add new users and add mobile sites.