Do my clients need to be on the call
Edited
Welcome to our guide on onboarding clients for LinkedIn dashboard access! In this article, we will clarify the process and provide helpful tips to ensure a seamless experience for everyone involved.
Client Participation During Onboarding
It's important to note that your clients do not need to be present on the call during the onboarding process. However, there is a crucial step that requires their involvement. We will need to connect their LinkedIn accounts to the dashboard, which involves obtaining a verification code sent to their email.
Recommendations for a Smooth Setup
To facilitate a smooth setup, we recommend that clients either:
Join the call for the first 10-15 minutes to assist with the verification process.
Be on standby to provide the verification code promptly when requested.
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