Who can use this feature?
Pike13 Plan:
✓ Premium
✓ Advanced
✓ Essential
Role:
✓ Primary Owner
✓ Owners
✓ Managers
✓ Staff
✗ Limited Staff
- More information about Pike13 Plans and Roles
Viewing Client Side Menu: Managed Clients
- Click on Clients at the top of any page
- Choose the Client you wish to make the Account Manager
- Go to the right hand menu
- Add a dependent by either
- Select to Sign Up a New Client to Manage and create a new client account
- Select Manage Current Client to link an already existing client profile
