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Who can use this feature?
- Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
- User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff
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
