The first step before adding a link for a new client, is to add that client's domain into Base.
Go to Organization > Clients.
2. Type in your Client’s Domain, and Reporting range (monthly or mid monthly, according to the agreement you have with your client). These fields are required.
The following fields are not required, but they can come in handy -
Agency - This feature is especially useful if you are working with multiple different agencies, or have multiple clients within the same agency.
Categories (business, education, software, marketing, media etc.)
and which Teams of link builders will work for this Client.
These fields can be filled out subsequently.
You can also see the Link’s approval section.
By default, this field will be checked - meaning all links are approved by default. If, for example, you have an agreement with your client that all links need to be approved by them before they are confirmed, they can simply do so from their account. In this case, the client would need to have an account in Base, with the Client user role assigned.
3. Once you click on Create client, you will see your new client and their details in the list below.
Lastly, you are able to Edit your Client at any time - by clicking on the pen icon, you are able to amend any information that you previously entered.
Note: If you change the settings for link approval, it will be valid only for links which you add subsequently.
By clicking on the client’s name, a new tab will open with all the links which are assigned to the selected client. This feature is available only to the Admin of the account.