If you're using UpHex to manage multiple client accounts, you may be wondering if it's possible to add clients manually. The good news is that it is indeed possible to do so. While clients won't be able to see their active campaigns on the UpHex GHL (Growth, Hiring, and Leads) dashboard, you can still manage their accounts through the UpHex backend.
To add a client manually, follow these steps:
If you haven't already connected your Facebook account to UpHex, click "Add Facebook Account" and follow the prompts to connect your Facebook account.
Once you've connected your Facebook account, you'll see a list of all the ad accounts and pages you have access to.
Find the client you want to add and click the plus sign next to their account. This will add the client to your "My Clients" section in UpHex.
Once you've added your client, you'll be able to manage their account through the UpHex backend. This includes tasks like creating and managing ad campaigns, tracking performance metrics, and generating reports.
It's important to note that while you can add clients manually, they won't be able to see their active campaigns on the UpHex GHL dashboard unless they connect their account using the UpHex GHL plugin. This plugin allows clients to securely connect their Facebook account to UpHex and view their active campaigns and performance metrics in real-time.
In summary, adding clients manually in UpHex is a simple process. By following the steps outlined above, you can quickly add clients to your "My Clients" section and manage their accounts through the UpHex backend. However, keep in mind that in order for clients to view their active campaigns on the UpHex GHL dashboard, they will need to make the connection using the UpHex GHL plugin.