Creating an account

Your login to the client dashboard, and what it gives you access to.

Once a project is underway you get a login to the client dashboard. The place to follow your leads, watch the pipeline, and manage the systems we run for you.

Getting set up

We send an invite to your email; you set a password and enter the dashboard. The available access follows the systems and roles agreed for the engagement.

Adding your team

Need a colleague to see the leads or handle billing? Extra people can be added to your account so the right person sees the right thing, without sharing one login between everyone.

Keeping it secure

Your account is personal to you. Access and session controls are set according to the dashboard’s role, and you can update the settings available to your account.