Overview: Client Accounts
Client Accounts allow you to secure, customize and organize your Client data.
- Create a Client Account
- Switch between Client Accounts
- Use an Account Template in a Client Account
- Edit a Client Account name
- Change the Account Managers for a Client Account
- Change a Client Account plan
- Change User Access to Client Accounts
- Delete a Client Account
- Add more Client Accounts to your subscription
- Use Client Performance Overviews
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 change a Client Account plan
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 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 add more Client Accounts to your subscription
Learn how to add more Client Accounts to your subscription here.
How to use Client Performance Overviews
Learn how to use Client Performance Overviews here.