How do I add clients to my BlogVault account?

Created by Aman Kedia, Modified on Wed, 10 Aug, 2022 at 11:07 PM by Sai Sanjay G


Here is a detailed workflow guide to help you with the procedure -> https://app.tango.us/app/workflow/Add-clients-to-your-BlogVault-dashboard-b5a80949d3064608b238a27855b4c847



To add clients to your BlogVault account:


Step 1: Log into the BlogVault dashboard.


Step 2: Go to Account and a drop-down menu will appear. Click on the Clients option in the dropdown menu




Step 3: On the Client tab there is an Add New Client option. You can view all your existing Client information here.



Step 4: Enter the Client's name, email address, company name, select a site to which you would assign the client to, you can also include additional notes if required. Once done click on save


NOTE: If you do not assign the client to any of your sites you will not be able to save the client's infromation




Step 5: Once the client is added. You can see the list of your clients and manage them. You can delete them by clicking the can icon or edit their details by clicking on the pencil icon.




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