How It Works
Our “How It Works” section contains videos and FAQs to help you use any part of our system. Don’t see what you’re looking for? Try the search button at the top of the site to search our entire site for content. Otherwise, visit our Get Help page and contact us today.
Frequently Asked Questions (FAQ)
A collection of any and all questions we have assembled from our alpha and private beta testers that help you better understand some of the more detailed parts of the Saaats App.
To add a new client, login and make sure you are logged in as an Agency Admin. From there, click on the System tab in your main menu. Then click on Organizations. Here, you will add your client. For example, if I work with Acme Company, I would add the organization for Acme Company.
If you want to give the client access to their account, create a Client User or Client Admin and assign them to this Organization.
If you don’t want to have a client access the account but instead you want to use it on their behalf, just click your Perspective icon in the topbar and switch to Client View and select the Organization you want to act as.