Managing Clients and Users

Adding, editing, and removing Clients and Users to your account in ClearVoice

Add a client

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

  1. From the left rail menu, click Manage > Clients
  2. Click Add Client
  3. Enter the client's name and hit Create

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: You will need to be a user on the client account to setup some items for the client account.

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 > Clients. 
  2. Click on the client 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 > Clients
  2. Click on the client 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