Clients allows you to organize your documents by customer account. You can ensure that the policies, comparisons, and presentations you’re viewing and creating are for the relevant customer.
Steps:
Click the Dropdown Menu that says General in the top left corner of your Dashboard.
Note: The General page is the default view on Coverflow.
Click Add Client underneath the search bar.
Enter the Client Name in the screen that appears.
Click Create Client.
Toggle between Clients by clicking the dropdown menu and selecting the Client page you want to access.
For step by step instructions on sharing access to your Client Page with individual users, your team, or agency-wide, check out the How to share outputs via Client Pages article.