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
here.
How to create a Client Account
1
Navigate to the
Clients page
Pro Tip: Client Accounts can also be created and accessed by clicking on the
Switch Accounts icon at the top of the left-hand navigation bar.
2
Click the green
+ New Client button
3
In the
Create New Client Account window, enter the Client company name in the
Client name text box
4
Enter the Client's website in the
Client's website text box
4
Select an
Account Manager for this Client Account from your list of Agency users. To invite the appropriate Account Manager to your Account, select
Invite new Account Manager and
follow these steps to add the new user.
5
Click the green
Create button to create the new Client Account. You will automatically be re-directed to the
Clients page in your Agency Account.
Learn how to add clients in bulk
here
How to switch between Client Accounts
There are 3 ways to navigate between your Agency and Client Accounts.
Switch Accounts icon
1
From any page in Databox, click on the
Switch Accounts icon in the top left of the navigation bar
2
Click on a
Client from the Available Client Account list to switch to the Client Account
Home page
1
Navigate to the
Home page
2
Click on the
Client Accounts drop-down in the top right
3
Click on a Client from the
Available Client Account list to switch to the Client Account
Clients page
1
Navigate to the
Clients page in your Agency Account
2
Find the Client whose Account you want to switch to, using the
Search bar if necessary
3
Click on
Switch Account to switch to the Client Account
How to use an Account Template in a Client Account
1
Navigate to
Databoards > Account Templates in your Client Account
2
Find the Account Template you'd like to use with this Client, using the Search bar or Filters if necessary
3
Hover over the Template and click
USE TEMPLATE
4
Select your Client's connected Data Sources to rebuild the Template as a Databoard. This Databoard will now be accessible from the
Databoards page
How to edit a Client Account name
1
Navigate to the
Clients page in your Agency Account
2
Find the Client whose name you want to change, using the
Search bar if necessary
3
Click on the
drop-down
arrow
next to the
Switch Account button in the row where the Client Account is listed
4
Click on the
Edit button.
5
Enter the new Client Account name in the Client name textbox
6
Click the green
Save button to save the new Client Account name
How to change the Account Manager for a Client Account
Agency users can be specified as "Account Managers" for Client Accounts. This is a great way to differentiate between Account Managers and other Agency users that may need Client access. This also helps Account Managers create valuable views for their Clients on
Client Performance Overviews.
1
To change the Account Manager of a Client Account, navigate to the
Clients page in your Agency Account
2
Find the Client whose plan you want to change, using the
Search bar if necessary
3
Click on the
drop-down arrow next to the
Switch Account button in the row where the Client Account is listed
4
Click on the
Edit button.
5
In the
Account Manager drop-down list, choose the new Account Manager for the Client Account
6
Click the green
Save button to save the new Account Manager for the 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.
1
To update User Access for a Client Account, navigate to the
Clients page in your Agency Account
2
Find the Client whose plan you want to change, using the
Search bar if necessary
3
Click on the
drop-down
arrow next to the
Switch Account button
in the row where the Client Account is listed
4
Click on the
Edit button
5
In the
User Access section, select the appropriate radio button to either give all users, selected users, or no other users access to the Client Account
6
Click the green
Save button to save the changes made
How to delete a Client Account
1
To delete a Client Account, navigate to the
Clients page in your Agency account
2
Find the Client whose Account you want to delete, using the Search bar if necessary
3
Click on the
drop-down arrow next to the
Switch Account button in the row where the Client Account is listed
4
Click
Delete, this will open a window.
4
Click the red
Yes, Delete button to delete the account.
How to use Client Performance Overviews
Learn how to use Client Performance Overviews here.
