Getting Started

Add a client

The first step to setting up your agency account is to add clients. 

  1. From the left rail menu, open the Create tab and select Client
  2. Enter the client's name and hit Add Client

Alternatively, you can open the left rail menu, select the Manage tab and click the Add Client Account button. 

Attach items to clients

Once a client is added to your account, you can attach each of the following to a client so it's easy to find and manage:  

  • Persona
  • Publication
  • Campaign
  • Assignment
  • Concept 

For example, your client may publish content on their own blog and contribute to a third-party publication. Both of these publications can be added and attached to the client. 

Do this by choosing the desired client from the dropdown menu available on the persona, publication and campaign creation pages. 

Note: This option will only be available when accessing the agency account, opposed to the client portal. Read more on navigating between these accounts here (submitting this one today).  

View clients & Enter Accounts

Once clients are added, you can get an overview of your client accounts and enter a specific account if needed.  

  1. From the left rail menu, open the Manage tab and select Clients

2. To enter an account, hover over the desired account and click, Enter Account

Entering an account allows you to see only the information specific to that client. This is the portal that client users will have access once you invite them. To exit a client account, select the Return to Agency Account option from the dropdown menu in upper right corner of app.

 

Assign a team member to client account 

You have the ability to assign team members to a client account so they get the proper notifications and access. 

  1. From the left rail menu, open the Manage tab and select Clients. 
  2. Click on the arrow next to desired client (or the client's name).
  3. Click on the Assigned Users tab. 
  4. Click the Assign User button, a dropdown menu will provide available users to assign

Note: Only team members who are assigned to a client will be able to see that client's information i.e. assignments, campaigns, etc. 

Add a client user 

Invite clients into the account so they can review content and provide feedback. 

  1. From the left rail menu, open the Manage tab and select Clients. 
  2. Click on the arrow next to desired client (or the client's name).
  3. Click on the Assigned Users tab.
  4. Click the Invite a Client User button. 

You'll then go through the same process as inviting any other user to your account. 

We recommend that you add your client user as an Editor. This gives them the ability to review assignments and provide feedback. Read more on users roles here

Did this answer your question?