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

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, message users, 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

Change your dashboard language

Click "edit profile" and select your dashboard language from the dropdown

Written by Matthew Davis
Updated over a week ago

Reset Password

Navigate to your login URL and use the "forgot password" option.

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 over a week ago

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 username

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

Message your clients

Send messages to your clients right through the dashboard interface

Written by Matthew Davis
Updated over a week ago

View messages from clients

Messages from your clients will appear as notifications in the messaging icon in the upper right hand corner of your dashboard

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

Message saying "Where do you want your users to login?"

Client/Staff users MUST login through a custom domain or subdomain. If needed, you'll be prompted to set this up when creating a user.

Written by Matthew Davis
Updated over a week ago

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

What languages do you support?

A comprehensive list of the current languages we support.

Written by Aaron Gahn
Updated over a week ago

Why can't my client user see or respond to messages?

The permission for messaging must be enabled in order for clients to see or respond to messages

Written by Matthew Davis
Updated over a week ago

Can I "mass message" my clients?

You can message client users one by one, but it's not currently possible to send out a "mass message"

Written by Matthew Davis
Updated over a week ago

Why can't the admin user log in?

Admin users cannot log in via the white labeled URL

Written by Matthew Davis
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

How can I help to improve the translation for my language?

If you'd like to be a collaborator, let us know!

Written by Matthew Davis
Updated over a week ago

Can I offer different languages to different customers?

Not at this time. Language is currently an account-wide setting

Written by Matthew Davis
Updated over a week ago