# Client Profile Creation #### **AgencyHandy Client Profile Creation – Frequently Asked Questions** *** **1. What is the Client Profile feature in AgencyHandy?** The Client Profile feature allows users to add or invite clients to the platform, enabling centralized communication, project management, and collaboration. *** **2. Who can create a client profile in AgencyHandy?** Only Super Admins or Admins with active accounts on AgencyHandy can create or invite clients. *** **3. What information is required to create a client profile?** You will need to provide the client’s name, email address, and any other relevant details. *** **4. How do I access the client creation feature?** Log in to your AgencyHandy account, navigate to the **Clients** section, and click on **+ Create Client** at the top right corner. *** **5. Can I edit a client’s profile after it is created?** Yes, Admins and Super Admins can update client details anytime from the **Clients** section. *** **6. Will the client receive a notification after profile creation?** Yes, the client will receive an email containing a secure login URL. *** **7. What happens when the client clicks the secure login URL?** Clicking the URL will create the client profile and prompt the client to set up their access. *** **8. Can I create a client profile without an email address?** No, the email address is mandatory to send the login URL and complete the client profile setup. *** **9. What should I do if the client did not receive the login URL email?** Check for any typos in the email address or ask the client to check their spam folder. You can also resend the invitation from the client profile. *** **10. Can I invite multiple clients at once?** Currently, client profiles are created one by one. You need to repeat the process for each client. *** **11. How do I verify if the client profile is successfully created?** Once created, the client profile will appear in the **Clients** list in your dashboard. *** **12. Can I delete a client profile after creation?** Yes, Admins can delete client profiles if they are no longer needed. *** **13. Will deleting a client profile remove their data from the system?** Yes, deleting a profile permanently removes the client’s data and cannot be undone. However, if that client has ongoing orders, they will grey out and become cancelled. *** **14. Can clients update their own profile information?** No. They can't. *** **15. Is it possible to restrict a client’s access to certain features?** No. Right now, Agency Handy doesn't have any role edit preference. *** **16. Can I resend the secure login URL to a client if needed?** Yes, you can resend the invitation from the client section. *** **17. What should I do if the client’s email address is incorrect?** Delete the client profile and create it again with the updated email address, then resend the login invitation. *** **18. Can I see whether the client has activated their profile?** Yes, the client profile will show an **Active** status once the client completes the setup. *** **19. What if the client forgets their login credentials?** Clients can use the **Forgot Password** option on the login page to reset their password. *** **20. How do I manage client profiles after creation?** You can manage client profiles from the Clients section, where you can see the clients' recent orders, tickets, invoices, notes, and edit or delete profiles as needed. *** **21. Can I export a list of all client profiles?** Yes, you can export client data from the **Clients** section in CSV or Excel format. *** **22. Is there a limit to the number of client profiles I can create?** No. There is no limit to the number of client profiles right now. *** **23. Can I assign multiple admins to manage client profiles?** Yes, you can grant admin privileges to other users to manage client profiles. *** **24. What should I do if I accidentally delete a client profile?** Once deleted, client profiles cannot be recovered. Always double-check before confirming deletion. *** **25. Can I customize the email template sent to clients during profile creation?** Yes, you can customize the welcome email from the **Email Template** settings in your dashboard.