Introduction 

In this article we will talk about the ways you can create the user account for your client with various permissions set up to allow your clients to see the Posting Schedule, the Posted Logs, the Offer Dashboards, Leads or Reports.

Setting up a Business User 

Step 1. Select a business from your list of active businesses.

Step 2. Click the Setup tab.

Step 3. Click User Setup.

Step 4. Click the Add New User button.

Note: You can only add a maximum of five users.

Step 5. Type in the details of the new user then decide on permissions. 

The client can access:

• Just to Content Scheduled for Approval
• To Posted Content 
• To Social Offers Analytics Dashboard 
• Social Offers Leads Dashboard
• Scheduled Reports 
• And All of those sections for a corporate view

Step 6. Once you selected permissions for the user, click Save User.

Once the user is saved you will be able to see all the users in the user dashboard: 

On the Dashboard you will find the details for: 

• User Name

• Permissions

• Email

• How many times the user logged in in the last 30 days

• Access to the Autologin for your clients account so you can check the client view.

Note: To check the client account, click Autologin button (it will automatically copy the link), open an Incognito window , paste the link and you will see the client dashboard immediately. It's a great idea to show the client dashboard in your content presentation and ask for feedback right on the call. 

• Under Actions you would be able to send the client credentials to their external portal, edit the entry, and delete the user all together.
  
  
  • Resend the Clients Credentials:
    
    
    
  • Edit the User's Details:
    
    
    
  • Delete the User:
    
    

Related Articles:

Business User Permissions Overview
How to Navigate Your Business Details
How to Update a Business Account