Overview: Client Accounts

Client Accounts allow you to secure, customize and organize your Client data.

HOW TO

    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 bottom of the lefthand navigation bar. 
2
 Click the green  + New Client button
3
 In the Create New Client Account window, enter the Client Company name, Client Contact name, and the Client Contact email address. 
Pro Tip: Since this is a new Account, you may not be ready to share Account access with your Client contact. If you do not want to invite the Client contact as a User in the Client Account, do not select the Send login information to client checkbox. If the checkbox is left unchecked, the login information will be sent to you (the User creating the Client Account) instead.

If you still don't want to enter a Client's email address, you can enter a variation of your email address for the Client Account Owner. Your agency is the overarching owner so it will not negatively affect the Client Account.
4
 In the same window, select the appropriate Plan for the new Client Account. Choose either Client Free, Client Basic, Client Plus or Client Business from the Plan drop-down list. 
Pro Tip: Plans can only be selected if the necessary licenses are available in your Databox Account. Navigate to Account > Plans & Billing to access an overview of your Client Account limits. 
5
 Set the Client Access to specify whether only Admins in your Agency Account will have access to the new Client Account, or whether you want to manually select non-Admin users in your Agency Account to have access to the new Client Account as well. 
6
 Select an Account Manager for this Client Account from your list of Agency users. Specifying an Account Manager is an optional step. 
7
 Click the green  Create button to complete the process. You will automatically be re-directed to the Clients page in your Agency Account.

How to switch between Client Accounts

There are 3 ways to navigate between your Agency and Client Accounts.

IN THIS SECTION

Switch Accounts icon

1
 From any page in Databox, click on the Switch Accounts icon in the bottom 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 the drop-down arrow next to the  Edit button in the row where the Client 
4
 Click  Login to switch to the Client Account

How to copy a Databoard to a Client Account

Learn how to copy a Databoard to a Client Account here

How to edit a Client Account Name and Account Owner

IN THIS ARTICLE

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  Edit button in the row where the Client Account is listed to open the Edit client account window
4
 Enter the new Client Account Name and Client Account Owner Name in the first 2 textboxes

How to change a Client Account Owner

In order to change the Account Owner of a Client Account, there must be another user in the Client Account that will be specified as the Account Owner. Once the new Account Owner is added as a user in the Client Account, you can change the Account Owner by following these steps.

Pro Tip: Since the Agency ultimately owns the Client Account, you can enter a variation of your email address for the Client Account Owner. 

How to change a Client Account plan

Client Accounts can only be moved to higher plans in-app. This means you can move Client Free Accounts to Client Basic Accounts, Client Basic Accounts to Client Business Accounts, etc. To move a Client Account to a lower plan, please contact [email protected] with your request. 

1
 To move a Client Account to a higher plan, 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  Edit button in the row where the Client Account is listed to open the  Edit client account window
4
 In the  Plan drop-down list, choose the new plan for the Client Account

Pro Tip: Plans can only be selected if the necessary licenses are available in your Databox Account. Navigate to Account > Plans & Billing to access an overview of your Client Account limits. 

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  Edit button in the row where the Client Account is listed
4
 Click  Delete to delete to the Client Account

How to add more Client Accounts to your subscription

Learn how to add more Client Accounts to your subscription here.

How to set Account Managers for Client Accounts

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

You can set an Agency user as an Account Manager by navigating to the  Clients page finding the Client whose Account Manager you want to set. Click Edit and select an Agency user from the Account Manager drop-down list. Click Save
Pro Tip: You will only be able to select a user from the Account Manager drop-down list if the user has access to the Client Account. To edit user's access, navigate to Account > User Management and click Edit for the user. In the Client Accounts section, update Client Account access for the user. 

How to use Client Performance Overviews

Learn how to use Client Performance Overviews here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us