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Managing Client Accounts

Guides for handling client accounts on the Partner Hub with ease

3 authors12 articles
Adding a new client accountThe instructions you need to create a new client account in your Partner Hub
Setup Essentials Walkthrough video hubEssential walkthroughs to help you master the basics and get your team up and running in no time.
How do I sign in to my client's account?A Partner's guide to accessing client Breathe accounts
How to extend a client account trialExtending your client's Breathe trial by a month
Why can't I access my client's account?Trouble accessing your client's account on the Partner Hub?
How to cancel a client's account or trialThe steps to cancel a client's trial or account
How to become the Breathe Partner of an existing client accountHow to take ownership of an active Breathe client account
What to do if a client wants to take Breathe directly?How to transition clients from Partner to direct Breathe accounts
What's the difference between a partner and a referral client?Key differences between a partner and referral client
How to add your client's charity detailsIf your client is a UK registered charity, this is how to add their charity details
How to switch your client's account from managed to referredIf you want your client to take ownership of their own account but still keep you involved, follow this simple guide.
How to set up a partner referral clientAll the details on setting up a Partner referral client account with your referral link