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Invite your client to view their portal
Invite your client to view their portal
Sam S avatar
Written by Sam S
Updated over a week ago

With ReportGarden you can provide access to the Dashboards and Reports to your clients. This can help them get access to all their data (AdWords, Google Analytics, Facebook Ads etc.) at single place.

Follow the steps below to invite your client:

  1. Click CRM in the left side navigation.

  2. Click Clients.

  3. Navigate to the Contacts tab.

  4. Click Add New Contact button.

  5. Input all the details in New Contact form.

  6. click Submit. You will then see the newly created contact in the contacts list.

  7. Navigate to "Contacts" tab again.

  8. Click Invite button to send an invitation to your contact.

They will receive an email that will guide them through the process of setting their password. Your contact will now be able to view their Reports and Dashboards. Want to change the language on your client's portal? Let us know.

If you have any questions regarding setting up access to your contacts, please contact us at [email protected]

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