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Client Creation and Assignment

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

Updated today

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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