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What is the difference between client and staff accounts?
What is the difference between client and staff accounts?
Tatum Savage avatar
Written by Tatum Savage
Updated over a week ago

Staff accounts are intended for employees at your agency. Client accounts are intended for your customers. Both allow you, as the agency account owner, to restrict which data a given user is allowed to view, and which actions they can take within the dashboard.

For BOTH Client and Staff accounts you can:

  • Grant access to view any subset of campaigns 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 campaign basis)

  • Email or login as the user from the "User setup" area of the admin console.

  • Also, NEITHER ever has access to billing or white label settings.

Staff Accounts:

  • Depending on your chosen settings, can also add/edit/remove other user accounts, with the exception of their own

  • May edit/modify their view of the dashboard and settings on both the home screen and in campaigns to which you've granted them access

  • Can access our customer support and knowledgebase

Client Accounts:

  • No ability to view user accounts console

  • 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.

Regardless of your membership level, you can create as many client and staff accounts as you like - there are no limits!

Note: If you have an important client 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.

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