Once you have and confirmed your account, you can sign into your Account Summary Dashboard.
The person who signed up and entered credit card information is now the Administrator.
They will have full access and will be responsible for creating Clients, Contacts & Managers. Like a Queen Bee, there is only one Administrator.
The link to access your dashboard will be included in all emails, the URL will be: https://agency.clientrol.com/yourusername
To change this URL to your own custom URL (clients.yourcompany.com), please watch this video:
Note: This will be the same URL for your Clients to access their dashboard. Once you start adding clients, your Clients will receive an email with this URL.
Here you will see your Account Summary and Profile information. The individual who signs up for Clientrol becomes the Administrator, they will be responsible for all aspects of Clientrol including adding clients, adding managers and setting rates.
The top right blue button will bring you to the Admin Dashboard.
Here you can see your subscription and the expiry date, you can choose to Auto renew your subscription and Close your Account.
Note: When you select to close your account, a 2nd screen will appear to confirm your request. When you double approve, your account and subscription will be terminated. This includes any data you have added to your Clientrol account.
Here you can view and download your receipts for any payments received.
This is your email address for your clients to submit requests to you via email.
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