Creating Client User Profiles

How to see if your client exists on Companion

Click on your profile icon and in the dropdown select Clients

You will be redirected to a new page. Sort the client list alphabetically if it helps! Look for the brand name within the list and click Users. This is a list of all your client users i.e. those who have access to Companion. Here you can edit user detail, reset password, assign permissions (what campaigns they have access to) and delete the user. 

 

How to Add a User

Easy! Find your client name and click on the + icon at the very end of the row. Alternatively, you can click on the Users page and click Add User.

How to Create a Client

Can’t find your client brand? Easy. Click Add Client and fill in the information required, including the login of your first user