How to add and manage agency clients

Managing clients is an essential part of agency work. In this guide, you’ll learn how to add new clients, organize their accounts, and control their access so you can keep everything running smoothly and efficiently.

From the dashboard, scroll down the left menu and click on Agency, then click on Agency User.

Click on the add Add User button to add a an Agency user.

Enter the Agency clients Name, Email and Password, then click on the Save Member button.

Once the client information is saved, you can manage the client's account.

You can toggle the Status switch to turn the off or turn on the live status of a client

You can also Log into your clients account directly, edit your clients details or delete that agency client by clicking on the Action buttons.