---
title: Add yourself as a client
description: "Adding yourself as a client lets you see the client portal exactly as your clients do. Send yourself a request to check a form or letter before a client sees it. **In Seamlss:** **Settings**, **Users**. [Open Users](https://seamlss.app/Dashboard/Settings#users) ## Add yourself…"
url: "https://seamlss.com.au/help/add-yourself-as-a-client/"
updated: "2026-10-02"
category: Getting Started
---

# Add yourself as a client

Adding yourself as a client lets you see the client portal exactly as your clients do. Send yourself a request to check a form or letter before a client sees it.

**In Seamlss:** **Settings**, **Users**.

[Open Users](https://seamlss.app/Dashboard/Settings#users)

## Add yourself

1. Open your options
   Go to [**Settings**, **Users**](https://seamlss.app/Dashboard/Settings#users) and select the three dots at the end of your row.
2. Select Add as Client/Contact
   A client icon appears next to your name.
   ![The options menu](https://seamlss.com.au/wp-content/uploads/2026/10/seamlss-add-as-client-menu.png)
3. Log out and back in
   When you log back in, Seamlss asks whether to go to your Dashboard or your Client Area.
4. Switch between the two
   Use **Switch** next to the Seamlss logo to move between your dashboard and your client portal.
   ![The Switch button](https://seamlss.com.au/wp-content/uploads/2026/10/seamlss-switch-button.png)

## Something not working?

 There's no Add as Client/Contact

If the menu shows **Remove as Client/Contact**, you're already set up as a client.

The Switch button isn't there

Log out and back in. The change takes effect at your next login.

Still stuck? [Contact support](https://seamlss.com.au/support/) and tell us what you see.