How to Add Clients to Your Agency
With client's permissions enabled on your account, you will access the client's feature to manage your client's events from your admin account directly. The purpose of having a separate account for your clients is to have their analytics separate and keep their finances separate.
Step 1: Log into your ViewStub Agency account, and access the client's tab in the left-hand menu.
Step 2: The client's page will open. Input the email address of the client's account you wish to create. Save when done.
Step 3: Your client will populate on the right. Click on the settings wheel to reveal the client's permissions.
Step 4: Now that your clients' permissions are set. Log into your client's account. Click to log in as the user.
Step 5: You are now in your client's account and can create an event to get them started. You can verify you’re in your client's account by their profile name at the top right.