Managing New Client Accounts

Modified on: 2014-11-05 09:18:20 -0600


SharpSpring's enables you to add new client accounts, assign managers to an account and delete client accounts. The following video will show you how to manage new client accounts in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.




Step-by-Step Guide on how to Manage Your Client Accounts 

Step 1: Click on the gray system admin button in the top right corner of SharpSpring.

Step 2: Click on “Settings.”


Step 3: Click on “Manage Clients” located in the left side panel. The “Manage Clients” button is located near the bottom of the menu. You may have to scroll down in order to see the button.


Step 4: Click on the blue “Add Client” on the right side of the screen.


Step 5: Enter the Company Name.

Step 6: Click on the green "Add Company" button.


Step 7: Click on the gray button to the right of the client’s name and choose “Add/Remove Manager.”
 


Step 8: Decide if you want to have manager privileges for the client. By default, all of your employees who have admin status have access to your manager clients. ​

Step 9: Click on the green “Update Client Managers” button. To remove the client use the same gray drop down button and choose “Remove Client.”​  

You should now have a better understanding of how to manage new client accounts using SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com.


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