Overview: Client Accounts
Client Accounts allow you to secure, customize and organize your Client data.
Only Agency Accounts have access to Client Accounts. Learn more about how to become a Databox Agency Partner
How to create a Client Account
Pro Tip: Client Accounts can also be created and accessed by clicking on the Switch Accounts icon at the bottom of the lefthand navigation bar.
How to switch between Client Accounts
There are 3 ways to navigate between your Agency and Client Accounts.
IN THIS SECTION
Switch Accounts icon
How to use an Account Template in a Client Account
How to edit a Client Account name
How to change the Account Manager for a Client Account
How to update User Access for a Client Account
Client Account access can be set to limit the users who can access the Client Account.
How to delete a Client Account
How to use Client Performance Overviews
Learn how to use Client Performance Overviews here.