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Agency: Collaborate with your Clients
Agency: Collaborate with your Clients

Working together with your clients to approve creators, and the content they create πŸ‘­πŸ§‘β€πŸ€β€πŸ§‘πŸ‘«

Deimante avatar
Written by Deimante
Updated over a week ago

To give your client the same access as you when viewing the brand dashboard, you can invite them to collaborate with you on the same Brand Dashboard 🀩

Invite another user to the brand

Here's how to invite another user to the brand's dashboard:

  1. Head on over to Brand Details > Users πŸ‘₯

  2. Click on Invite and input their email address πŸ’Œ

  3. Click on Send invite, and your teammates should be notified πŸ™‹

  • If your teammate does not have their own Billo account, they will be sent a sign-up link so they can create their account πŸ‘€

  • If your teammate has their own Billo account, they are informed that they now have access and can view the brand under 🧳 My Brands

Client POV

Clients added to a brand can access the whole brand dashboard, which includes the Creators tab (for reviewing applicants) and the Videos tab (to review videos pending approval, and download approved videos) 😎

Since clients will be able to access the entire brand dashboard, they will be able to do the same things you are, such as request edits, approve and dismiss creators on their own, view your creator's shipping information, and create new tasks, so keep this in mind if you decide to collaborate with your client on the same brand account 😎

πŸ’‘ PRO TIP: Your clients will not be able to see the other brands linked to your account, but only the specific brand they were added to

You can always visit our Agency Help Center for more information πŸš€

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