In order to give your clients access to their own dashboard you first need to create a user account for them.
Note: It’s always a good idea to white label Glow so that it matches your branding and runs from your domain name, before you client’s team members. Otherwise, your clients will see Glow’s branding and might be confused that it’s not you.
Here’s how you do that:
Step 1
Login to your Glow account and head to Clients
> Client Name
> Client Team
.
Step 2
Click the Add new
button.
Step 3
Now add their First name
, Last name
and Email address
and then click the Step 2 of 3
button.
Step 4
On the next screen you will see a heading asking you which of Glow’s features you would like this user to be able to access.
Use the Deactivate
and Activate
links showing next to the feature names and then click the Final step
button at the bottom of the screen.
Step 5
The last step is the Welcome email
.
You can choose whether to:
- Edit the standard Welcome email that will be sent to your client (recommended)
- Keep the default Welcome email
- Not send a Welcome email
Once you have made your choice, click the Finish
button at the bottom of the screen.
Step 6
You will now be shown a success message
, confirming that a team member has been added to your client’s account.
You can add multiple team members for the same client.