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 top of the left-hand 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.