Can I add a user to a client account in the Agency module?
You can invite users from your client's company or your own company. Do this when you want to:
- Add a user from your organization to work with that client.
- Add a user from the client end so they can keep track of marketing activity.
To add a new user,
- In the Agency module, navigate to the Manage Clients tab.
- Select the preferred client account.
- Navigate to the Organization Users section and click Add Users.
- Enter your organization details (name, address, and industry). Click Update.
- Then, add the user's email address, name, and role. Click Add.
- An invitation will be sent to the user. Once they accept, they will be added to the account.
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