User Management

Bring your staff onboard, and give clients their very own custom login

Trever Clark avatar Aaron Gahn avatar
30 articles in this collection
Written by Trever Clark and Aaron Gahn
How To

Create client accounts

Create client accounts through the Users control panel in your root campaign dashboard.
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Written by Trever Clark
Updated this week

Assign permissions for client users

Assign and modify client permissions via the Users control panel
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Written by Trever Clark
Updated this week

Create staff accounts

Staff accounts can be created through the Users control panel in your root campaign dashboard
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Written by Trever Clark
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
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Written by Trever Clark
Updated over a week ago

Delete client/staff user account

Hover over the account to be deleted, and click the red "X" icon
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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
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Written by Trever Clark
Updated over a week ago

Modify existing user accounts

Edit permissions, message users, log in as a user, or delete a user's account
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Written by Trever Clark
Updated this week

Login as a client or staff user

In the user control panel, hover over the client user account, then click the "arrow" icon
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Written by Trever Clark
Updated this week

Change your dashboard language

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

Navigate to your login URL and use the "forgot password" option.
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Written by Trever Clark
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
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Written by Trever Clark
Updated this week

Reset customer password

Either use the "Forgot Password" functionality at your company's white labeled URL, or assign a password from the user's permissions screen
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Written by Trever Clark
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
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Written by Trever Clark
Updated this week

Update account username

Click your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then modify your username
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Written by Trever Clark
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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
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Written by Trever Clark
Updated over a week ago

Message your clients

Send messages to your clients right through the dashboard interface
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Written by Trever Clark
Updated today

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
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Written by Trever Clark
Updated today

Allow client users to connect their own integrations

With the appropriate permission settings, clients can connect their own 3rd party accounts
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Written by Trever Clark
Updated over a week ago