Manage Clients

This information is only relevant to agency accounts. If you have an advertiser account, you cannot create clients. Please contact our staff at [e-mail] if you need to change your account type.

How to create a Client on CAASie:

There are a number of ways to create a client in CAASie. The easiest is to click the big plus button in your client page; however, you can also add a client from your home page, and the campaign wizard.

Creating a new client is as easy as pressing the 'add' button and giving your new client a name. You should always use the registered business/trading name for each client.

Add a new client from the client home page

Add a new client from the campaign creation wizard

How to manage a Client on CAASie:

Managing clients happens from your client page. There is a handy 'manage' link under every client name in your list to take you to their organisation page. It works the same way as your own organisation page.

General

This is an overview of the client's available credit and campaigns.

Billing

Once in your client's profile, you will be able to access their billing page. This page will contain all the information you need to know about a client's spending, payment methods and invoices for previous transactions in CAASie.

Organisation Settings

This is where you keep your client's business details up to date for invoices and important documentation.

You can change the client's name here (make sure it's their registered business/trading name), their address and if you include your client's accounting email, they will also receive transaction invoices via email.

How to delete a Client on CAASie:

Unfortunately, deleting a client from your agency organisation is not possible. This is to prevent accidents, lost credit, invoices and other client-specific information that may be needed.

There are no limits to the number of client organisations you can create, but if you absolutely need a client removed from your organisation, you can contact our team at [e-mail] for assistance.