Staff and Client users 👤

With user accounts, staff and client users can use the white-label domain or sub-domain to log in and interact with your AgencyAnalytics environment.

User permissions and Client access can be tailored on a user-to-user basis, depending on your team's needs. For example, you can allow client users to connect their own integrations, give Staff access to Billing or Bulk Operations, and much more.

While client users don't need an account to view an emailed report, they will need a client user to view the custom dashboards prepared for them in the app.

Create a new user

Account Admins can create both Staff and Client users. By default, Staff users can only create Client users; however, this can be changed with permissions.

From the home screen, hover over the sidebar on the left, then click Users. On the Users page, click Invite User in the upper right to launch the user creation wizard.

First, select which type of user you'd like to create. Click the tile for Staff or Client user to move on to the next step.

Next, enter the email address of the staff or client user you'd like to create. You can create multiple staff or client users at once by clicking "Add User" beneath the email field.

Check the box in the lower right to send email invitations to these new users. Uncheck that box if you intend to generate passwords manually for these users.

To restrict the Clients each user can access, click the green toggle to turn off access to all existing and future Clients. Then, click the Client dropdown that appears and select the Clients they will access.

Lastly, select permissions for the new user. Default permissions are a great place to start, providing staff or clients with the basic permissions that each role needs to engage with the account. Choose Clone to copy permissions from an existing user.

When you're ready to finalize these users, click Finish in the bottom left. If you choose to invite them via email, an invite will be sent to the email address you used for their profile.

If you chose not to send an email invitation, head back to the Users page then click the ellipsis in the upper right of the user tile. In the drop-down click Edit Profile.

On the profile page, generate or create a password for this account. You can manually share the email and password by copying and pasting this info to your client or staff, or edit the Email Credentials dropdown to Yes if you wish to email them a copy, then click Save.

Edit permissions for user accounts

To edit a user's permissions, hover over their tile on the Users page, then click the ellipsis in the upper right. In the drop-down, click Edit User Permissions.

Click on any toggle to enable or disable the integration, feature, or function for this user. When the toggle is green, it is enabled; when it is gray, it is disabled. Click Save in the bottom left when you've finalized your changes.

Edit user Client access

To edit which Clients a staff user or client user can access, hover over their tile on the Users page, then click the ellipsis in the upper right. In the dropdown, click Edit Client Access.

Click Restricted to open a Client list, then check the circles to the left of all Clients you'd like this user to have access to. When finalized, click Save in the bottom left to update their permissions.

To verify their Client access, return to the user page, click the ellipsis menu in the upper right of the user tile, then click Login as User. This will open a second browser window where you're signed in as the client or staff, letting you experience their account just as they would.

Edit a user profile

To edit a Staff or Client profile, which includes things like their name, email, password, and profile photo, hover over their tile on the Users page, then click the ellipsis menu. In the drop-down, click Edit Profile.

Make any required changes, then save them at the bottom left. Alternatively, Staff and Client users can update their own user profiles.

Sign in as a Staff or Client user

To test user Client access or permissions, open the Users page and search for the user you wish to log in as. Click the ellipsis in the upper right, then click "Login as user."

This will open the user's instance in a new browser tab, where you can navigate the platform through the same lens the staff or client user would see through.

Delete a Staff or Client user

Please be aware that deleting a user account cannot be undone or recovered. Any activity associated with the user will not include their name or any identifier after deletion.

To delete a user, hover over their tile, then click the ellipsis menu in the upper right. In the drop-down, click delete user.

In the pop-up confirmation window, confirm the deletion to finalize the removal of this user.

User Management FAQ ❓

Why can’t my client or staff user log in?

The most common issue we see is with client/staff users trying to log in to the same login page used by the administrator. For more information, check out our troubleshooting login issues section.

What is the difference between client and staff accounts?

Staff accounts are intended for your agency's employees who need access to edit reports and dashboards, create Clients, and more. Client users are intended for your agency's clients and have limited abilities compared to Staff accounts.

For a more detailed breakdown, check out our comparison guide.

Can a staff account be switched to a client or Admin?

It's not possible to switch users to a different user type. Instead, delete the staff or client first, then create a new staff or client user.

The Admin profile is tied to your AgencyAnalytics account and can't be switched to a different user. Instead, if your plan supports the customization of permissions, you can enable permissions on a staff account to increase what they can manage in the account.

Alternatively, the existing admin could update the account profile and change the name, photo, email address, and password to reflect the new admin.