Q: Hi, we bought the licence tier 4 and got the "White-labeled client dashboard" so our clients can log in and ...
see their own white-labeled dashboard. However, I can't find where we can add client users / assign them to their projects/dashboards. Or how to white label the projects themselves so it is white labelled for the client?
Where can I find the 'White-labeled client dashboards' feature?
Richa_AgencyEasy
May 14, 2024A: To Add clients as users, please follow the below-mentioned steps:
1. Click on the settings on the top left corner
2. Select "General Settings"
3. Go to the "Users" tab
4. Click on the "Invite User" button
5. Fill in your client's details, select their role as "Client User" and assign their projects to them via the Campaign dropdown.
6. After this, the client will receive an email with their credentials using which they will be able to log in and gain access to their project on AgencyEasy.
Now, you will be able to find the White Label Settings here:
1. Click on the settings on the top left corner
2. Select "General Settings"
3. Go to the "White Label" tab
Also, I just wanted to convey that you will be able to White Label AgencyEasy based on your Agency branding with options such as Domain, Email, Colors, and Logo.
support8903
Verified purchaser
Hi, thank you for the response but there is no "Users" tab, we have checked all the settings and cant find anything that says "Users'.
Verified purchaser
There is also no White Label tab either. Its extremely bare-bones. If you like we can hop on a zoom and i can show you
Yes, definitely, let's schedule a Zoom meeting for more clarity.
Here is the link to my calendar: https://calendly.com/joshua_b/vitrual_meet
Please book a slot for the meeting at your convenience.