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Clients

Creating a Client

There are two ways to create a new Client Account:

1. Create a client under the Portfolio page by clicking the plus Button

2. You can add a new client in the Client Switcher if you are on any of the Feature Pages (Insight, KPI Management, Budget Tracker, Anomaly Detection or Automation)

Once you click Create New Client a Modal will appear to input the Client Name and the Domain (The domain is used to fetch pages for Automation jobs so ensure that it's correct)

All Clients will be visible on the Portfolio page, unless you apply filters.

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Clients

There are two ways to create a new Client Account:

1. Create a client under the Portfolio page by clicking the plus Button

2. You can add a new client in the Client Switcher if you are on any of the Feature Pages (Insight, KPI Management, Budget Tracker, Anomaly Detection or Automation)

Once you click Create New Client a Modal will appear to input the Client Name and the Domain (The domain is used to fetch pages for Automation jobs so ensure that it's correct)

All Clients will be visible on the Portfolio page, unless you apply filters.