Creating a client account on the dashboard

This article demonstrates setting up a client's account through your dashboard.

Start by clicking on "My Account" in the page's upper-right corner.

Upon clicking, a dropdown menu will appear, where you can proceed by selecting "Users" from the available list.

Now you will be directed to the next page where you will see a "Create a new user" button.

Upon clicking this button, you will be redirected to the following setup page:

You'll need to add your client's details in the information section.

Furthermore, you must choose an appropriate role for your client from the dropdown menu provided below. The selected role determines the level of access granted to your client.

Once you have selected the role, proceed to create a password. Click "save".

Upon clicking save, you'll be redirected to the following page:

You can edit the client's information, account role, and password on the left section of the page.

In the application section, you have the option to choose the apps your client can access. Simply mark the boxes next to the app names to control their access, ensuring they won't have permission to view other apps on your dashboard.