Learn how to create a client account in Databox, set up client workspaces, assign account managers, and manage client data and permissions efficiently.
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Client accounts allows agencies to deliver personalized tracking and reporting that aligns with each client’s goals, enhances collaboration, and simplifies workflows. By isolating client data and configurations, agencies can maintain a professional and secure structure that supports scalability and strengthens client relationships. This article will guide you through the process of creating a Client Account, enabling you to unlock these benefits for your clients.
Create a client account
There are three ways to create a client account in Databox:
- On the Clients > Client Accounts page, and click + New client.
- On the Account Management > Clients page, click + Add client.
- In the navigation bar, open the Switch Client dropdown and click + Add new Client.
Multiple accounts can be created simultaneously. For each account, you will need to provide the client’s name and assign an account manager. Optionally, you can also include the client’s website.
Create new client account window
To adjust a client account's settings, permissions, or user access, navigate to Account Management > Clients, locate the account you want to modify, and click Edit next to it.
Frequently Asked Questions
How many client accounts can be created in total?
Agencies can create an unlimited number of client accounts, regardless of their subscription plan.
Still need help?
Contact us here or start a chat in Databox.