Log into your account here > https://platform.clientrol.com/login
Your username and password will be emailed to you when registering. If you don’t remember, please select the forgotten username/password link.
After Logging in, you will view your Account Summary Dashboard.
The Account Summary will show the following:
The person who creates a subscription is the Super Administrator
This person is responsible for all aspects of Clientrol including: adding clients, adding additional admins, managers and setting rates.
This is your email address for your clients to submit requests to you via email. More Information.
Here you can view and download your receipts for any payments received.
From the Account Summary page, please select the Go to Admin Dashboard link to bring you to the Admin Dashboard.
Yes, There is a Free Online Chat Setup and Q&A Session to get you started – to select a time and date, please click here
^ This is highly recommend to get you up and running correctly and answer any questions.
The link to the client dashboard will be: https://platform.clientrol.com/yourusername
Yes, we can help you set it up, please contact: support@clientrol.com for more information.
