“What should I setup first?”
We recommend you setup the following from your Admin Dashboard.
“How do my Clients’ access the Dashboard?”
When you have created a client and added a Primary Contact, the contact will receive an email with their login details.
Contacts will login to https://platform.clientrol.com/username
The username you created when signing up, – e.g if your username is xyzagency, your Clients will log into their account: https://platform.clientrol.com/xyzagency