We can create clients in ReportGarden and link accounts specific to that client. Once a client is created you can view the Reports and Dashboards that are generated for that client. You could also invite contacts to view the Dashboards after creating a client.
How to Create New clients ?
1) We can Manually create the clients by clicking on Clients > New clients > and fill up the information
2) we can also create Multiple clients by uploading a csv file. Find the attached Clients_Import_Template.csv file which has the format to use.
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