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How To Create A Client Account

Step 1: Login to your SocialAgency360 account and click on the down-arrow next to your account name.

Step 2: Select Team members from the drop-down menu.

Step 3: Click on +Add Team Member button.

Step 4: Add Client details (Email Address, First name, Last name). Under User Type, select Client. Then select the User Role you wish to assign to this Client (Collaborator or Approver). When done, click Save button.

Step 4: Your Client will receive an invite via email to the Workspace.

Updated on August 4, 2022

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