Account Management

Client Handover & Billing

Setup your client with administrator login, and ensure payment information is entered into their Oncord account.

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Pre-Launch Checklist

After providing a training / handover session, here's a quick checklist that our internal project team uses when launching new sites.

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Help a Client Login to their Oncord Dashboard

Follow these steps if you're an agency partner, and your client is having difficulties accessing their Oncord Dashboard.

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Closing an Oncord Account on Behalf of a Client

How to close / terminate a client's Oncord account as an agency partner.

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Adding or Removing a Client From Your Agency Portal

How to add or remove an Oncord account from your agency portal.

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