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Clients (Pro)

Updated

Clients are the companies you do work for. With Pro, you manage all your clients from one hub, whether or not they use IronSight themselves.

Good to know:

  • Only users with the Admin role can invite or create clients.
  • You need at least one client before you can add resources.

On a Guest account? Your client connects you to their hub, so you won't need Manage clients. IronSight connects you to each new client that onboards you, all in the same account.

Clients already on IronSight

If you already work with a client who uses IronSight, your Customer Success Manager (CSM) connects them to your account. Once you're connected, you can create and manage jobs for that client in your hub. The client doesn't manage your account; it stays yours.

To invite a client to work with you:

  1. Click New job.
  2. Under Who's it for?, click Manage clients.
  3. Search the IronSight network for the client, then click Invite.
  4. Click Invite to confirm.
  5. Contact IronSight Support to finish the connection.

Important: IronSight doesn't notify the client about your invitation, so our team helps complete the connection. You won't be able to create jobs for them until it's finished.

Clients not on IronSight

If your client isn't on IronSight, you can add them yourself. They don't need to join IronSight for you to create and complete jobs for them.

  1. Click New job.
  2. Under Who's it for?, click Manage clients.
  3. Type the client's name in the search box.
  4. When no matching results appear, click Create client.
  5. Check the Name, and enter a Short code of up to 16 characters. Click Suggest available short code to create one automatically.
  6. Add a Billing address.
  7. Click Save and return to save the client, or Save and create job to start a job for them right away.

On the mobile app: the steps are almost the same. Tap the + on the Jobs screen, tap Manage clients, and search for your client. When creating a client, tap Save or Save and create job.

Tip: Working for several clients? In the Jobs tab, type org: followed by the client's name in the search bar to see only that client's jobs.

Want your client's contacts to request and approve jobs in IronSight? Invite them as guest requesters. See Guest Requesters.

Have questions? Contact us at support@ironsight.app and we'll help you out.

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