User Management

Bring your staff onboard, and give clients their very own custom login

Aaron Gahn avatar Elizabeth MacAulay avatar
30 articles in this collection
Written by Aaron Gahn and Elizabeth MacAulay
How To

Create client accounts

Create client accounts through the Users control panel in your root campaign dashboard.
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Written by Elizabeth MacAulay
Updated over a week ago

Assign permissions for client users

Assign and modify client permissions via the Users control panel
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Written by Elizabeth MacAulay
Updated over a week ago

Create staff accounts

Staff accounts can be created through the Users control panel in your root campaign dashboard
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Written by Elizabeth MacAulay
Updated over a week ago

Assign permissions for staff users

Access permissions for staff users can be assigned at a granular level via the Users control panel
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Written by Elizabeth MacAulay
Updated over a week ago

Delete client/staff user account

Hover over the account to be deleted, and click the red "X" icon
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Written by Elizabeth MacAulay
Updated over a week ago

Change the admin user on an account

Just swap out the admin email, username, password, and photo. If you can no longer access the admin account, please contact our support team
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Written by Elizabeth MacAulay
Updated over a week ago

Modify existing user accounts

Edit permissions, message users, log in as a user, or delete a user's account
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Written by Elizabeth MacAulay
Updated over a week ago

Login as a client or staff user

In the user control panel, hover over the client user account, then click the "arrow" icon
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Written by Elizabeth MacAulay
Updated over a week ago

Change your dashboard language

Click "edit profile" and select your dashboard language from the dropdown
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Written by Elizabeth MacAulay
Updated over a week ago

Reset Password

Navigate to your login URL and use the "forgot password" option.
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Written by Elizabeth MacAulay
Updated over a week ago

Update password

Click your name in the upper right hand corner of your screen, select "Edit Profile", choose the "Password" tab, and make your changes
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Written by Elizabeth MacAulay
Updated over a week ago

Reset customer password

Either use the "Forgot Password" functionality at your company's white labeled URL, or set a new password from the user's permissions screen
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Written by Elizabeth MacAulay
Updated over a week ago

Update account photo

Click your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then click the "Upload" icon
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Written by Elizabeth MacAulay
Updated over a week ago

Update account username

Click your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then modify your username
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Written by Elizabeth MacAulay
Updated over a week ago

Update account email

Click your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then change your email address
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Written by Elizabeth MacAulay
Updated over a week ago

Message your clients

Send messages to your clients right through the dashboard interface
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Written by Elizabeth MacAulay
Updated over a week ago

View messages from clients

Messages from your clients will appear as notifications in the messaging icon in the upper right hand corner of your dashboard
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Written by Elizabeth MacAulay
Updated over a week ago

Allow client users to connect their own integrations

With the appropriate permission settings, clients can connect their own 3rd party accounts
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Written by Elizabeth MacAulay
Updated over a week ago
FAQs

What languages do you support?

A comprehensive list of the current languages we support.
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Written by Aaron Gahn
Updated over a week ago

Why can't my client user see or respond to messages?

The permission for messaging must be enabled in order for clients to see or respond to messages
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Written by Elizabeth MacAulay
Updated over a week ago

Can I "mass message" my clients?

You can message client users one by one, but it's not currently possible to send out a "mass message"
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Written by Elizabeth MacAulay
Updated over a week ago

Why can't the admin user log in?

Admin users cannot log in via the white labeled URL
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Written by Elizabeth MacAulay
Updated over a week ago

Can I have my invoices sent to a different email address?

Invoices can only be sent to the administrator's email address.
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Written by Elizabeth MacAulay
Updated over a week ago

Why can't my client/staff user log in?

Clients cannot use the same login page as the dashboard administrator
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Written by Elizabeth MacAulay
Updated over a week ago

What is the difference between client and staff accounts?

Staff accounts are for agency employees; client accounts are for agency customers
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Written by Elizabeth MacAulay
Updated over a week ago

How can I help to improve the translation for my language?

If you'd like to be a collaborator, let us know!
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Written by Elizabeth MacAulay
Updated over a week ago

Can I offer different languages to different customers?

Not at this time. Language is currently an account-wide setting
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Written by Elizabeth MacAulay
Updated over a week ago