Easily manage client accounts with tools to control access, configure settings, and monitor activity. Keep track of usage, licenses, and performance metrics while maintaining full administrative control.
Choose the dropdown of your desired client account from the top left.
Make sure to enable Agency View in the footer of the client account menu for full access.
Enable or disable client accounts based on their activation status.
Add or update API keys and sync connected platforms.
Assign subscription plans to your client.
Clients will be required to subscribe upon the trial period’s end.
Create and manage client user accounts.
You can set login credentials or send password reset links.
Set free trial options by assigning free days and free call minutes.
Useful for both trial and active customers.