Admin Users and Roles

Assigning Admin Rights to Employees

You can give employees within your company admin rights and control access levels within the settings tab in your portal.

Login to your ClientWhys admin at
Click on the gear settings icon located to the right of your business name.

At the top of the window click on the security icon.

On the Users & Access Levels page click on +Add Another

All Portal admins can have a different role assigned to them, depending on what they need to do.

Enter the admin's name and email address. Flag the checkbox to send a password set-up email to the employee.

Select the Access Level –

Select Main Tab Access -

Click Save Changes.

Admins will need to login at

Please feel free to email if you need assistance.