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How to create a client?
How to create a client?
Sam S avatar
Written by Sam S
Updated over a week ago

Follow the steps below to create a client:

  1. Enter the Name of your client

  2. Enter the Website URL. It should start with either http:// or https://

  3. Choose Account(s).

  4. Switching 'Sync Existing Reports' toggle ON, links all the reports created previously using the chosen account to the client.

  5. Choose an Account Manager.

  6. Choose the Mode of Payment.

  7. Click Upload button to select a logo. Choose a logo from your computer, Facebook, Amazon cloud, Google Drive etc. The Ideal size of the logo file is 64 x 64 pixel.

  8. Click on Save.

Have further questions about creating a client? Feel free to reach out to us at [email protected]

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