đ Use Case
You want to add a new client to your portal, then have full visibility and control over their accountâ their services, subscriptions, files, messages, and moreâ all from one place.
Here is a quick overview of the client management:â
How to Add a New Client
Click Users on the left sidebar, then select Clients.
Click Create Client and fill in the clientâs name, email, and organization details.
Your client will receive an email with instructions to log in to your client portal.
What You Can See and Manage for Each Client
Once you open a clientâs Organization Details page, youâll find the following tabs and sections:
Services and Subscriptions - Add new services or subscriptions and view the clientâs current plans
Requests - See all requests submitted by the client or their organization
Invoices - View and manage the clientâs invoices
Files - Access files the client has shared or that your team has uploaded for them
Members - See everyone who belongs to the clientâs organization
Messages - View your message history with the client
Reviews - See reviews the client has left on completed requests
Time entries - View logged time associated with the clientâs requests
Credits - Check the client's remaining credit balance
Brands - Manage multiple brands under the clientâs organization, if enabled
On the right-side panel, you can also:
Assign an Account Manager
Add Default following users
Add or manage Tags
Add Custom Properties to the clientâs profile
Cancel a Clientâs Subscription
Subscriptions can be canceled immediately or at the end of the current billing period, directly from the clientâs Services and Subscriptions tab.
How to Impersonate a Client
You can log in as a client to see exactly what their portal looks like from their perspective.
Go to Usersâ Clients
Click the three dots next to the client you want to impersonate
Select Impersonate
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