Linking clients to your WebPro Account

One of the main tasks you will need to accomplish when you activate a WebPro Admin account is the task of linking accounts. Only by linking accounts will you be able to take advantage of being a WebPro. Follow the instructions below to link client accounts to your WebPro Administrator dashboard.

How to Link Client Accounts to Your WebPro Account

  1. First, login to your Account Management Panel (AMP).
  2. WebPro Client contact card

    If your account does not default to the WebPro Dashboard, then click on the WebPro icon.

  3. Add Client account

    In the WebPro Admin screen you will see accounts that you have linked. If you have requested an account to be linked and it is not yet linked then it will be considered pending. In the top left-hand corner of the WebPro Dashboard there is a link titled add client account. Click on this link.

  4. Type in AMP ID/account domain name/email address

    You will then see a pop-up window that will send a link request to a prospective client. You will need an AMP user ID, primary domain name or email address of the owner of the account you’re trying to link. If you’re trying to link more than one account, then click on the Add button. Otherwise, click on Request.

  5. REPLACETEXT

    The customer will be sent an email detailing the request by the WebPro to link to their account. The clients can simply click on the Approve button in the email in order to confirm the WebPro link request.

  6. Pending requests

    Accounts that are pending the approval of the link can be seen by clicking on the grayed-out link labeled Pending. The Pending page will show you the email address and the date and time of the request. You will also be able to resend the request, cancel the request or delete the request. Note that link invitations expire after a week if not approved.

The link request and approval (or denial) is noted in the customer account. When the request is approved, it will undergo a short period of processing before the account appears as a linked account in the WebPro Dashboard. For information, please see the WebPro Product Guide page.

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