Freelancer Client Permissions Overview

Note: On our Agency and Enterprise plans user permissions can be customized.

On our Freelancer plan, client user permissions are not customizable; instead, client user accounts come with a set of basic permissions.

User account management

Freelancer Client users have access to their own Profile, where they can make the following changes:

  • Update their login email and password

  • Edit their profile image

  • Edit the first and last name displayed on their profile

Campaign Dashboard

A campaign dashboard is likely to be the most viewed area for client users, as it can be customized by you to showcase your clients' most important data. While there, your clients can:

  • View, share and present their dashboard

  • Select date ranges for displayed data

  • Download their dashboard as a PDF

  • Share dashboard widgets

Integration Dashboards

If your agency has connected an integration, then the corresponding integration dashboard will be automatically available to client users. While viewing these dashboards, they can:

  • View, share and present their dashboard

  • Select date ranges for displayed data

  • Select filters for displayed data

  • Share dashboard widgets when applicable

  • Download their dashboard as a PDF or XLS

With these permissions, your clients will be able to view, filter, and download all their important information.

Need customizable client user permissions? Reach out to our friendly support team for more information on upgrading!

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