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Cobiro Pro: Dashboard

Noor-Ayn
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Thank you for joining Cobiro!

Now that you have created an account, in this article, we will show you how to navigate through the main menus and add your billing information

 

Clients

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The Clients section offers an overview of all the clients you currently manage. 

  • Add Clients on the top right button - "Create Client". You will need to add the Client's information, such as URL, name of the company, and purpose (manage an existing website or create a new one) and even add an image or avatar; 
  • Once a Client is added, you are able to edit the Client's information on the right side of the dashboard - "...". 

For more information on how to upgrade and manage Clients, click here. 

 

Tasks

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Cobiro Pro now allows you and your team to be able to create tasks, which includes setting the task's title, connected client, assigned team member, deadline, and description field.

 

Members

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Cobiro Pro also allows you to have multiple team members access your dashboard and manage Clients and tasks. In order to add a team member, you will just need to send an invitation, by clicking on the "Invite Member" button, and adding the e-mail to where the invitation should be sent. 

 

Billing information and Payments

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In order to finalize setting up your account and to be able to proceed with the upgrades, it is mandatory to add your agency's billing information. Please note that the invoices will be issued with the details that are added in this section and the VAT will also be calculated according to the country in which your business is located. 

 

If you are located in the EU, please bear in mind that you will need to add a VAT that is EU valid and validated by VIES - you can read more about this on ec.europa.eu/taxation. 
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Once your billing information is updated, you're now able to update your payment method. It is possible to add more than one card, however, bear in mind that future payments will be made with the last card added. We do recommend adding your agency's card, instead of your Client's, in order to avoid any charges to the wrong card. 

 

Still, have any questions? Feel free to reach us out at support@cobiro.com and we will be happy to help you!

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