How to set up a new client account on Signal Genesys

This guide will teach you the process of creating a client in Signal Genesys and the five pre-requisites for a smooth and efficient setup.


To ensure efficient and accurate input of client information, ensure that the following are in hand prior to commencing the set-up task:

  1. Have all the company information, GMB profile (if available), and the logo;
  2. Admin credentials for the WordPress website;   
  3. Admin credentials for their social media accounts;
  4. Manager access to Google listing, and
  5. DNS admin access.
  1. Log in to Signal Genesys account. (Email for getting access).
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  1. Click on the ‘Entities’ button.
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  1. This will open up a screen listing out existing clients, and where new client details can be added. Click on the ‘Add Entity’ button to add a new client:
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  1. Enter all the information in this screen. Ensure the details are aligned with the client’s GMB profile.
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  1. Within the same screen, scroll down and enter links to the client’s social media accounts and also additional information.
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  1. Add the company logo and a brief description of the client and click Save at the bottom of the screen.
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  1. Here’s an example of a completed form:  
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Once the client has been set up, the next process is to set up the Media Room.