Creating Clients
Click Clients, then New in the toolbar
Provide a name for the Client account
Provide your customer's email address if the account will be directly accessible by your customer. If you do not provide an email address:
Your agency email address will be used for email notifications for this account.
You can only login to this account via the Agency dashboard.
Choose a Subscription Plan
Options are available for monthly plans. Annual plans are not available in Agency accounts.
Agencies with over 2 plans can qualify for pricing discounts.
Choose any optional Add-Ons.
Modifying Clients and Resetting Passwords
Click Clients in the main navigation
Click the name of the client in the list
To send a password reset to the email on file, click "Send Password Reset Email"
Choose any subscription plan or add-ons as needed.
Managing Client Accounts
Agency users can log in to any of their managed Client accounts. To login to a Client Account
Click Clients in the main navigation
Click the Login button next to the name of the Client in the list
Your browser session will be logged in to the Client account
A teal bar will be shown at the top of the screen that shows the Client account currently logged in with a link to sign out of the Client account, and back into the Agency Dashboard. Users cannot be signed in to multiple accounts at the same time.
When logged into a Client account, any actions taken are isolated to that single Client account. Care should be taken when acting in MetaLocator on a Client's behalf.
Upgrading & Downgrading
To change a Client's subscription plan,
Click Clients in the main navigation
Click the name of the client in the list
Choose the desired plan from the Plan drop-down.
Cancellation of a plan or add-on will take effect at the end of the current term
Deleting Clients
Important: When a client account is deleted it can not be recovered. The billing plan will be cancelled at the end of the current term and the account will become unavailable immediately. Any discounts provided based on the number of active Client accounts may be removed.
To delete a Client,
Click Clients in the main navigation
Check the box next to the Client
Click Delete in the toolbar