Help · Agencies

Add a client

An agency adds a client, then a site, from Clients.

Who can do this. An owner, admin or HR on an agency organisation.

  1. Open Clients and press Add a client.
  2. Enter the name and press Add client.
  3. Add a site. If it has no pin, press Set the pin and save the address.
  4. The empty state says Add a client, then a site.

More on this part of Shiftbrook: Agencies.

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Add a client | Shiftbrook