How to Add Clients to Your Agency:

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. Login to your client's account. Click to login 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. To return to your account you must log out of the account entirely and log back in.

We're here to help! If you need more information or assistance please contact us at support@viewstub.com.

The future of our community is in your hands - leave some notes for everyone to benefit from at https://help.viewstub.com/hc/en-us