Two ways to access the client account

Switch to Client Account

Choose the dropdown of your desired client account from the top left.

Access Account

  • Open the desired client account and tap “Access Account” in the top right corner

Make sure to enable Agency View in the footer of the client account menu for full access.

What you can control

General

Enable or disable client accounts based on their activation status.

Provider Credentials

Add or update API keys and sync connected platforms.

Permissions

  • Control the client’s access to specific features.
  • Navigate to the Permissions tab to enable or disable menus as needed.

Pricing

Assign subscription plans to your client.

Clients will be required to subscribe upon the trial period’s end.

Users

Create and manage client user accounts.

You can set login credentials or send password reset links.

License

Set free trial options by assigning free days and free call minutes.

Useful for both trial and active customers.

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