AGENGY USERS: HOW TO ADD CLIENTS

If you are an Agency user of Emphatic, you can add and manage permissions for any clients you want.

Note: if you'd like to be upgraded to an Agency account, reach out to the team at clientservice@emphatic.co for more details.

To add a new client to Emphatic or manage a pre-existing client account, you can click on your initials in the upper-righthand corner of your account.

From there you can click the 'Manage Accounts' option.

You can then click to Add a New Account. (Or manage any existing accounts.)

If you are adding an account, you'll first be asked to provide some details about this new account. The client's name and email are required, but you can also add the company name and website if you like.

From there, you have the option to switch to that client account (and set up the account strategy), or you can click the option to 'Manage Client Permissions'. This would allow you to send an invitation to let your client access their specific account and posting details.

As the account admin, it's up to your discretion if you'd like to provide your client access to the platform or not.

From your main user account, you would now have the ability to set the strategy for each individual client on your account, update credit allocations, and approve/edit posts as needed.

If you'd like more posts added to your account each month to spread among your clients, be sure to reach out to our team with some upgrade options for bulk credits.

To see a video walkthrough of an Agency account in Emphatic, you can check out the video tutorial here: