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Client Creation and Assignment

Learn how to create new clients in Dashbo and assign your own client portfolio.

Updated over 2 months ago

If you cannot create or assign new clients, you probably do not have the proper permissions. Please contact the administrator of your agency in Dashbo.

Create a Client:

If the client does not exist yet, you must follow these steps: ​ ​Agency Settings > Client > + Add Client > Enter Name > Add

With that, the client will now exist in Dashbo and will be automatically assigned to your user.

Assign a client to myself:

If the client already exists in Dashbo but you don't have it assigned yet, you must follow these steps: ​ ​My Profile > Assigned clients > Select Client > Save ​ ​

Important: You can later manage which clients you want to see on the main dashboard from the "My Clients" tab.

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