Welcome to Clientrol Getting Started!
Get Started by logging into your account here > https://platform.clientrol.com/login
Your username and password will be emailed to you when registering.
After Logging in, you can view your Account Summary Dashboard.
The Account Summary will show your
- Profile Photo
- Subscription Type
- Close your Account
What is a Super Administrator?
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.
What is My Request Email?
This is your email address for your clients to submit requests to you via email. More Information.
What are My Receipts?
Here you can view and download your receipts for any payments received.
How do I access my Dashboard?
From the Account Summary page, please select the Go to Admin Dashboard link to bring you to the Admin Dashboard.
Question: “Can I get help setting up my account?”
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.
Question: “How do my clients access their dashboard?”
The link to the client dashboard will be: https://platform.clientrol.com/yourusername
Question: “How do I use my own url such as support.mywebsite.com?”
Yes, we can help you set it up, please contact: firstname.lastname@example.org for more information.