This article describes how to give a user in your Partner account access to a Client account, also known as sharing a client account. Doing so enables users to build and manage Klips for a number of different clients.
Before giving a user access to a client account, you need to check whether the user has the appropriate role permissions and ensure they belong to a group. Roles control the specific actions a user can take. If you want a user to be able to access a client account, the user must first be assigned either an Editor or a Custom role. If you give the user a custom role, it must include the following permissions under the Clients section:
- Access client section
- Edit clients
- Sign in to client as admin
Note: Granting a user an Admin role will also allow them to access a client account. However, if you assign a user administrator rights, please note they will have access to all information associated with your account.
In addition, before proceeding with the steps below, you need to create a group or groups. The group(s) should include the user or users that will access the client account. For more information on creating groups, see Creating groups.
Sharing a client account
To give a user access to (share) a client account:
- Click Clients.
- Click the name of the client you want to share with the group.
- At Sharing, click the Edit button.
- Select the group or groups to which you want to give access.
- From the dropdown menu, select an appropriate Right for each group.
- Sign in as view-only allows a group to sign in with view-only rights. This means they can preview the dashboard as the client would see it.
- Sign in as admin gives a group the ability to sign in with admin rights. This gives them full access to the client's data.
- Sign in as admin and edit client settings gives a group admin rights and permission to edit the About this client page. This means they would have the ability to enable specific client features, for example, Download Reports.
- Click Save.
Note: Individual user role permissions override group access rights. For example, if a user has a view-only role and you add them to a group that has editing (Admin) rights, that user will not have admin access to the client account because their individual role permissions don't allow that level of access.