How will clients log in to the Agency site?

Getting Started

This article covers the process of how you can let your client log in to their site after assigning them as an Administrator. Refer to the instructions written in this article for more details

Logging in as a client

Your client needs to be invited by you to access the controls to their site. You can do that by adding them as a Team Member. Follow the given steps to log in as a client.

Method 1: Using magic link after invite

After a client is assigned a role as a team member, which is generally the Administrator role as it provides almost all privileges, and after being invited to the site, they will receive an email notifying them about the invitation, and a magic link will be provided on the email body. The client can use this magic link to log in to the site directly and then set their password.

This is what the Email will look like ⬇️

Method 2: Logging in through URL

Magic links expire after the first click. You cannot always keep inviting your client to their site, so accessing them with the /dashboard URL is the way to go.

Clients can log in to their site after you invite them as an Administrator on your site. If they are not already logged in, they can open their dashboard by typing their domain on the browser and then adding /dashboard/login after it

This is what the login screen will look like ⬇️

Updated on: 04/04/2023