Staff user accounts are intended for employees at your agency. Client user accounts are intended for your customers. Both allow you, as the agency account owner, to restrict which data a given user can view and which actions they can take within the dashboard.
For BOTH Client and Staff user accounts, you can:
Grant access to view any subset of Clients in your dashboard.
Permit or restrict access to any given area of the dashboard. (Note: This is a global setting, meaning that it cannot be set on a per-Client basis)
Email or log in as the user from the "User setup" area of the admin console.
Staff Accounts:
May edit/modify their view of the dashboard and settings on both the home screen and within Clients for which you've granted them access
Can add/edit/remove Client Users
Can access our customer support and knowledge base
If given the required permissions, Staff:
Can add/edit/remove other Staff user accounts, with the exception of their own
Can adjust Client totals or edit Billing or account information
Client Accounts:
Can edit their user profile (name, password, email, profile image)
Cannot adjust their permissions or view
Cannot view the user accounts page or make any changes to other users
No ability to edit/modify the dashboard or any settings or filters. You choose exactly what they can or cannot view when they log in
Note: If you have an important client user who needs the ability to manage/edit/modify their own dashboard setup, you'll need to create a Staff account for them and carefully choose their access restrictions.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄