Adding or deleting agency clients

Gobot partners include agencies that manage multiple client accounts. If you are an agency and would like to add a new client to your account or delete a client from your account or toggle between your client accounts, follow these steps:


Click on the team settings gear icon in the vertical navigation bar.  Next, click on Clients and then New Client.  Enter the new client's details, including company name and email address, and they will be sent an invitation to accept your agency arrangement, it's that easy.

To delete a client simply click the Edit button to the right of their name and then click on the delete button in the popup that appears.

You can also easily set and adjust each of your client's team members' roles and access settings. Click here for more information about access settings.


Gobot also makes it easy for agencies to toggle between different client accounts.  Click on the team settings gear icon in the vertical navigation bar.  Next, click on Clients and then click on the Manage button adjacent the Edit button for the client whose account you are looking to manage. With the click of that one button bot, email, and article modes will now be populated with with the selected client's bots, articles and emails.  For example, if you click on the bot icon you will see that the dashboard only lists your selected client's bots.

Gobot settings mode

You can always switch back to your main account by going back into the team settings (click gear icon in navigation bar) and then clicking Manage Main Account towards the top of the page.

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