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How to Add a New Client to Your Agency Account

How to create a new client slot and send them an invitation directly from your Agency dashboard.

Adding a new client to your Vidalytics Agency account takes just a few seconds. Here is how to do it.

How to Add a New Client 

Make sure you are on your Agency dashboard — log in to your Agency account and confirm you are viewing your main Agency dashboard, not one of your client accounts. The Agency dashboard looks different from a standard account, so it should be easy to tell.

Add your new client — you have two ways to do this:

Option 1 — click the + Add New Client button in the top menu and fill in the client's name and email address.

Option 2 — hover over an empty client slot and click Add New Client, then fill in the same details.

How to add a client agency gif

Once you save, your new client will automatically receive an email with instructions to create their Vidalytics account. 

Note: If the new client already has an existing Vidalytics account, no commission will be applied to that client.


If you have any questions, feedback, or need assistance, feel free to reach out to our Customer Happiness Team at hi@vidalytics.com