Choose a client, select the accounts you need, and share one private link.
Loading the guide...
Did this answer your question?
Help us make the guides more useful.
0 helpful · 0 not helpful
Choose a client, select the accounts you need, and share one private link.
Loading the guide...
Help us make the guides more useful.
0 helpful · 0 not helpful
Open New link from the Linkd agency dashboard. The form creates one request containing the accounts your team chooses for that client.
The Link ready screen shows the private URL and sharing controls. Send it through the text, email, or other client communication channel your team already uses. Linkd creates the link; it does not send that message for you.
The client does not need a separate Linkd account. Before sending a real request, review the client flow so you know what they will see.
A request stops accepting client actions when its link expires or your team revokes it. Create a new request if the client still needs a link. Revoking a Linkd link does not remove account access the client already granted at a provider.