How to Set Up Your Clients’ Accounts ⚙️
Want to handle setup on behalf of your clients? No problem — we’ve got you covered.
Boardroom Support Team
Last Update 8 months ago
Once you’ve created or invited a client, you can help them connect their stores, sync ad accounts, and configure reports by following the step-by-step guides in our main Help Center:
👉 Integrations & Account Setup Guides
There you’ll find detailed instructions on:
Connecting Shopify, Amazon, and other sales channels
Syncing ad platforms like Meta and Google Ads
Creating reports and dashboards
Navigating key system features
💡 Tip: You can share these same guides directly with your clients via your branded FAQ page to help them get up and running even faster.
FAQ Page sample link:
👉 subdomain.yourdomain.com/faq
To find your branded FAQ page link, log into your agency admin portal and navigate to the Settings page.