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Add a client workspace

Create a workspace for a new client, with their plan and time zone, ready for their accounts.

Updated 6 stepsFor agency teams

Before you startFor BlueTier's own team, in the agency workspace.

Steps

  1. Open Clients and choose Add a client.
  2. Enter the client's Full name and Email. The email must be the address they will sign in with.
  3. Add the Workspace name, Company, Job title, Phone and LinkedIn profile URL if you have them.
  4. Pick their Plan and Reporting time zone.
  5. Choose Create client.
  6. On the next screen, give them their login (see the guide to client access).

What you will see

The client appears in your client list. Until a LinkedIn account is connected, it shows In setup.

The New client form: full name, email, workspace name, company, job title, phone, LinkedIn profile URL, plan and reporting time zone, with Create client.
The New client form: full name, email, workspace name, company, job title, phone, LinkedIn profile URL, plan and reporting time zone, with Create client.
Give a client access to their dashboardFor agency teamsSee which clients need attentionFor agency teamsConnect a channelConnect your accounts
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Still stuck?Contact support at info@bluetier.ai and the BlueTier team will help.

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