How do I add a client?

How to Add a User/Client

Quick Steps:

1. Go to the Clients section
2. Click "Add Client" (top right)
3. Fill out the required information
4. Grant agency access to specific users during setup
   1. Only Agency Admins can see all client level information
   2. To add Agency users to the client:
      1. You will see a list of Agency users within your agency in the text box
      2. Highlight the users to add to the client, and press "enter" on the keyboard
      3. You will see those users added to access listed on the screen after saving

Why Add Clients: Setting up clients is required for the agency management system. Each agency only sees their own clients' data - campaigns, briefs, media plans, and reporting remain confidential and separated.