To add a read-only client to your account:
- From the top menu bar, click the “Account” button
- On the left menu panel, click “Sub-Accounts”
- Click “Add New Person” to the far right of the Sub-Accounts list or use the green “Add New Person” button
- On the next page, add the First and Last Name, and Email Address of the user you are inviting. This user CANNOT have an existing KickoffLabs account associated with their Email Address. If they have an existing account, you will get an error message.Read-only users can view reports, leads, pages, and import signups – but cannot make any changes to the pages or campaign settings.
- Once you’ve made your selections, be sure to scroll down and click the blue “Add This Person” button.
If you need more assistance, let us know at email@example.com.