Managing multiple clients inside your agency account is simple. This guide walks you through how to add seats, create client accounts, invite clients, and assign the right permissions—so everyone has access to exactly what they need.
Step 1: Add Seats to Your Billing
Before inviting clients, make sure you have enough seats available.
Go to Billing in your dashboard
Add the number of seats you need for your client(s)
Save your changes
Each client user you invite will require an available seat.
Step 2: Create a New Client Account
Next, you’ll create a dedicated account for your client.
Navigate to the Accounts section
Click Create New Account in the top-right corner
Enter the account details
Select the number of seats you want assigned to this account
Save the account
This keeps each client’s campaigns, settings, and data fully separated.
Step 3: Invite Your Client as a Team Member
Once the account is created, you can invite your client.
In the bottom-right corner, click Invite Your Team
Select Add Team Member
Enter your client’s email address
Choose the account you want to assign them to
Select the appropriate role (see role breakdown below)
Confirm the invite
Step 4: Choose the Right User Role
When inviting a client, you’ll assign one of the following roles:
Admin
Full access to all features, campaigns, and settingsEditor
Can edit campaigns and account settingsBilling
Access to billing information and invoices onlyView
Read-only access (no editing permissions)
Choose the role based on how hands-on your client should be.
Step 5: Send the Invite Link to Your Client
After inviting the user, the system will generate an invite link.
Copy the invite link
Paste it into an email to your client
You’ll also want to include your custom white-label domain URL, which your client will use to log in going forward.
Important: Once onboarded, clients should always log in using your white-label domain—not the main platform URL.
That’s It 🎉
Your client will use the invite link to join their account, log in through your white-label domain, and access the platform with the permissions you assigned.
If you need to add more clients later, just repeat these steps—no additional setup required.