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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 may add a new client here on the topbar that can be access if you are on the Feature Pages (Insight, KPI Management, Budget Tracker, Anomaly Detection or Automation)

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

All Clients will be placed on the Portfolio page

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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 may add a new client here on the topbar that can be access if you are on the Feature Pages (Insight, KPI Management, Budget Tracker, Anomaly Detection or Automation)

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

All Clients will be placed on the Portfolio page