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Give a client access to their dashboard

Let a client sign in to their own workspace and see their own conversations, campaigns and numbers.

Updated 5 stepsFor agency teams

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

Steps

  1. Open Clients and choose the client.
  2. Open the Portal access tab.
  3. Check that Client can open their own dashboard is switched on.
  4. Under Give access, enter their Email and Display name.
  5. Leave Require them to choose their own password at first sign-in ticked, and choose Create login.

What you will see

They get an email with a one-time link to choose their password, and appear under People with access. Nobody at BlueTier sees or sends their password.

A client's Portal access tab: the Client dashboard switch, People with access, and Give access with email, display name and Create login.
A client's Portal access tab: the Client dashboard switch, People with access, and Give access with email, display name and Create login.

Good to know

  • The login you create makes that person the owner of the workspace. They can then invite their own team from Settings, Team.
  • Switching Client can open their own dashboard off moves their accounts and conversations to the agency and blocks every sign-in for that client.
Add a client workspaceFor agency teamsInvite your teamAccount and securitySign in, or reset your passwordAccount and security
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Still stuck?Contact support at info@bluetier.ai and the BlueTier team will help.

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