> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voicemetrics.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Client Account

> Easily manage client accounts with tools to control access, configure settings, and monitor activity. Track usage, licenses, and performance while keeping full administrative control.

## **What you can control**

<CardGroup cols={2}>
  <Card title="General" icon="house-chimney" color="#034737">
    Enable or disable client accounts based on their activation status.
  </Card>

  <Card title="Permissions" icon="pen-to-square" color="#034737">
    * Control the client's access to specific features.
    * Navigate to the Permissions tab to enable or disable menus as needed.
  </Card>

  <Card title="Pricing" icon="file-invoice-dollar" color="#034737">
    Assign subscription plans to your client.

    Clients will be required to subscribe upon the trial period's end.
  </Card>

  <Card title="Users" icon="user-clock" color="#034737">
    Create and manage client user accounts.

    You can set login credentials or send password reset links.
  </Card>

  <Card title="License" icon="address-card" color="#034737">
    Set free trial options by assigning free days and free call minutes.

    Useful for both trial and active customers.
  </Card>

  <Card title="GHL Settings" icon="address-book" color="#034737">
    * Import clients from GHL
    * Sync client data automatically
    * Custom Menu setup
  </Card>
</CardGroup>

<img src="https://mintcdn.com/voicemetrics-47a09903/L0-s49BpRl2M-yt9/images/manageclient.png?fit=max&auto=format&n=L0-s49BpRl2M-yt9&q=85&s=090ec869df0560da9b2a02004d6af724" alt="Manageclient Pn" width="1920" height="1080" data-path="images/manageclient.png" />

## **Default Permissions**

Default permissions are the standard access rights assigned automatically when a user or client account is created. They define what actions the user can perform without requiring manual configuration.

**Example:**

* A new client account may have default permissions to
  * **Manage AI agents**
  * **Create and manage contacts**
  * **Create and manage campaigns**
  * **Manage call analytics**
* Agency admins can later customize permissions to allow actions like **editing**, **deleting.**

<Note>
  Standard access is **assigned automatically**; it can also be customized per client.
</Note>

<img src="https://mintcdn.com/voicemetrics-47a09903/0g0JZ_4YExdJS8i0/images/permissions.png?fit=max&auto=format&n=0g0JZ_4YExdJS8i0&q=85&s=f94de10107e43c19f18fdbd81a13f6bb" alt="Permissions Pn" width="1920" height="1080" data-path="images/permissions.png" />

## **Access Client Account**

There are two ways to access a client account:

### **Switch to Client Account**

<Note>
  Select a client from the **dropdown** at the top left. This lets you view the account as the client sees it.
</Note>

### **Access Account**

<Note>
  **Option 1:** Open a Client > Click Access Account at the top right for full admin access.
</Note>

<Note>
  **Option 2:** Go to Client Accounts, tap (⋮), and access the client account.
</Note>
