Setting up a DoubleLoop account for your client
If you haven't already, create an organization for your own company or firm.
To create an account for your client, go to your profile page.
In the Accounts section, click "Create organization" and fill out the form.
Invite your clients to the organization on the accounts and invites page. Be sure to set the role to "Editor" or "Viewer" appropriately.
You can switch between accounts on your profile page.
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