How To Add An Integration To An Existing Client
updated 3 months ago
How To Add An Integration To An Existing Client (Transcription)
1. After signing into Oviond you will be brought to your agency dashboard where all your client projects are displayed.
2. Select a client folder.
3. This will redirect you to the integration page for that client.
4. At the top right corner of the screen you will see “Add Integration”.
5. All the integrations that are not connected to the client will be displayed. Select the integration you would like to add.
6. If the integration has not been connected already, follow the authentication process. If the integration has been connected to the account, search the client account you would like to connect to.
7. Once you have selected the client accounts press “Next”. Please ensure you have connected all the levels of the account.
8. Once you are done press “Save”.
9. You will see the integration connected under the client's integration page.