Add a client team member - Glow
Knowledge Base

Add a client team member

In order to give your clients access to their own dashboard you first need to create a user account for them.

Note: We advise you to first white label Glow so that it matches your branding and runs from your domain name, before you create user accounts for your clients. If you do not do this first, your clients will see Glow’s branding and may 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 > Users.

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 Active links showing next to the feature names accordingly 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 user account has been created for your client.

You can add multiple user accounts for the same client.

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