In this video, you'll learn how to efficiently add and manage clients in Oviond. We cover the steps to add a new client, including setting the base currency and time zone, which are crucial for accurate reporting and automations. You'll also see how to group clients into folders for better organization, and how to perform bulk actions like adding multiple clients to folders or deleting them.
This guide is perfect for users looking to streamline their client management process in Oviond. Watch now to get started!
Log in to Your Oviond Account
Navigate to Oviond's login page and enter your credentials.
Click 'Add Client' on the Home Page
In the header at the top right-hand side, click the 'Add Client' button.
Fill in Client Details
Fill in the client's details including name, email, and any other required information.
Save the Client
After filling in the details, click 'Save'. The new client will now appear on your home page.
Select the Client to Remove
Find the client you wish to remove on your home page and click on their profile.
Remove the Client
Click the 'Delete' button at the top of the screen.
Select Multiple Clients
Hold down the 'Ctrl' key (PC) or 'Command' key (Mac) and click on the clients you want to select.
Perform Bulk Actions
With the clients selected, you can now perform bulk actions.
Add to Folder
Click on the 'Add to Folder' option in the quick action menu at the top of the screen.
Create or Add to Existing Folder
Choose to create a new folder or add the clients to an existing folder.
Tip: Ensure all client data is backed up before removal to avoid loss of important information.
Tip: Use folders to keep your client list organized and make it easier to manage multiple clients at once.
By following these steps, you can easily add and remove clients in Oviond, helping you manage your client list efficiently.
Part 3: Getting Started with Dashboards and the Project Editor
Learn to create dashboards and navigate the Project Editor in Oviond. Discover tips on adding content, using assets, automations, and data connectors.
How to add a client
Learn how to add a new client to your Oviond account to manage and track client data efficiently.
How to select multiple clients
Learn how to select multiple clients in Oviond with this step-by-step guide for efficient bulk management tasks.
How to delete a client from the home page
Learn how to delete a client from the home page in Oviond with this step-by-step guide. Ensure your client list is accurate and up-to-date with ease.
