Teammates are at the core of ClientView, it is the home for media buyers and supporting agency roles. Invite your team to ClientView and assign them to Clients they work with for important notifications and performance tracking.
Inviting Teammates is easy:
Left hand menu:
Hover your mouse over the left hand menu to open it
Click “Invite teammates” on bottom
Settings:
Navigate to team in settings here
Click “Send invitation”
Tip:
You can assign teammates to existing clients by navigating to clients clicking the “…” next to a clients name, selecting “Edit client” then assigning the teammates to them.