Group 65
Go to AgencyAnalytics
All Collections
User Management
User Management
Bring your staff onboard, and give clients their very own custom login
+1
26 articles in this collection
Written by
Matthew Davis,
Aaron Gahn,
Francis Cloutier
and 1 other
How To
Create client accounts
Create client accounts through the Users control panel in your root campaign dashboard.
Written by
Matthew Davis
Updated over a week ago
Assign permissions for client users
Assign and modify client permissions via the Users control panel
Written by
Matthew Davis
Updated over a week ago
Clone user permissions
When creating a user, select which user's permission you want to copy after setting up their login credentials and campaign access
Written by
Clarenz Miralles
Updated over a week ago
Create staff accounts
Staff accounts can be created through the Users control panel in your root campaign dashboard
Written by
Matthew Davis
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
Written by
Matthew Davis
Updated over a week ago
Delete client/staff user account
Hover over the account to be deleted, and click the red "X" icon
Written by
Matthew Davis
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
Written by
Matthew Davis
Updated over a week ago
Modify existing user accounts
Edit permissions, log in as a user, or delete a user's account
Written by
Matthew Davis
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
Written by
Matthew Davis
Updated over a week ago
Disable AgencyAnalytics support chat icon
Head to your account settings, then, under the "Advanced" tab select "No" from the Support Icon drop-down option.
Written by
Francis Cloutier
Updated over a week ago
Reset Password
Navigate to your login URL and use the "forgot password" option.
Written by
Matthew Davis
Updated this week
Change your account's language
Admins can click "edit profile" and select a language from the dropdown
Written by
Matthew Davis
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
Written by
Matthew Davis
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
Written by
Matthew Davis
Updated this week
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
Written by
Matthew Davis
Updated over a week ago
Update account login email
Click your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then modify your username
Written by
Matthew Davis
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
Written by
Matthew Davis
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
Written by
Matthew Davis
Updated over a week ago
Overviews
Staff and Client Users Overview
Everything you need to know about staff and client users.
Written by
Clarenz Miralles
Updated over a week ago
Troubleshooting
Didn't receive password reset email
Check your spam and promotional folders. If that fails, contact our support team.
Written by
Matthew Davis
Updated over a week ago
The password from the password reset email doesn't work
Please ensure that you're logging in at the correct URL, and that you're typing the keyword in rather than copy/pasting.
Written by
Matthew Davis
Updated over a week ago
FAQs
What languages do you support?
A comprehensive list of the current languages we support.
Written by
Aaron Gahn
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.
Written by
Matthew Davis
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
Written by
Matthew Davis
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
Written by
Matthew Davis
Updated over a week ago
Can I help to improve the translation for my language?
If you notice any translation issues, please let us know!
Written by
Matthew Davis
Updated over a week ago