Team access
How your team signs in to the client dashboard, joins programs with access codes and invite links, secures accounts with passkeys and 2FA, and gets billing access.
Updated 1 min read
The client dashboard is invite-only. Each person on your team has their own login, and what they can see comes from the access your account manager grants.
Sign in
Clients sign in at Client login with an email and password, or with Sign in with a passkey once one is set up. Choose Forgot password? to get a reset link by email.
Join with an invite link or access code
Your account manager can give access to a whole brand, to individual programs, or to specific campaigns in a program.
- Invite link. Open it and choose Create client account, or Sign in if you already have one, then Accept access.
- Access code. Enter it at Client access and choose Continue to create your account. If you're already signed in, the same page is called Add campaign access: enter a new code and choose Add Access to add the programs or campaigns it unlocks to your account.
New accounts set a password of at least 8 characters. On the next screen you can add a company name; it's optional. If you also clip on CLIPPING, use a different email from your Discord login.
Secure your account
In Settings, under Sign-in and security, you can change your password, turn on two-factor authentication and add passkeys. Once 2FA is on, you'll confirm each sign-in with it. We recommend a passkey or 2FA for anyone with billing access.
Settings
Password
Changing it emails you a code to confirm it's you.
You sign in as jordan@example.com.
Two-factor authentication
Add a second step to sign-ins to protect your account.
No methods yet.
Passkeys
Skip your password at sign-in and use your fingerprint, face or device PIN.
No passkeys yet.
Add and remove people
Team members are managed by your account manager rather than in the dashboard. Ask them to:
- invite someone new, to a whole brand, a program or specific campaigns
- remove someone who has left
- turn billing access or invoice notifications on or off for a person
Your profile
Settings also holds your display name and company. To change your email address, contact your account manager.