For agencies / Getting started
Add a client
Add a client to your agency so you can plan content for it.
Who can do this: Admins
Steps
- Open Clients in the menu.
- Select New client at the top right.
- Type the client's name in Client name.
- Select Add client.
What happens next
The client appears in the Clients table. Open its name to change its settings and add its users.
| Column or button | What it does |
|---|---|
| Users | How many client users the client has; admins see Add person beside a zero count, linking to the client’s Users section |
| Status | Active or Archived |
| View plans | Opens the client's plans |
| View as client | Opens a read-only preview of what the client sees |
| Archive | Archives the client, or Unarchive to bring it back |
Notes
- Your private sample row has a Tour sample badge and Only you see it in Users. Its only row action is Remove sample, which asks you to confirm before deleting the sample client and its plan.
- Use a single line for the client's name, without web addresses or special control characters.
- Client users can't register themselves. You add them from the client's page.
- Creatives see only the clients assigned to them, and can't add, change or archive clients.
- Archived clients are hidden from the Clients table and from the client choice on new plans. To see them, select Archived or All above the table. Their plans stay in your plan lists, marked Archived client, but are read-only for everyone, your client's users included, until you select Unarchive.