Set up a Client account

When adding a new client, you will want to restrict their access to see the posts you have scheduled for them in their calendar and only those posts. The steps below will show how you can set this up. It is also possible to give a client access to other dashboards if you have reason to do so.

Tip: To create a new user, you can see the steps in our support article Set up a new user.

When you create a new Client account, by default, they won't be able to access any other user's scheduled posts, and the only posts they'll be able to access are those you have shared with them or that have been added directly to their account.

Note: Switching over to a client's dashboard, you will see items such as scheduled posts, profiles in the Compose Box or calendar messages that this user shouldn't see. You can only see them because you have an Admin user type that grants you access to see this, and your client cannot see this when they log in. Please choose the Team member filter for your client's account to see what they see.

Your calendar view when switched into your client's dashboard

Note: You can see posts scheduled across all dashboards, even when switched to the client's dashboard.

Calendar showing posts from all accounts.

Your client's calendar view when they are logged into their dashboard

Calendar showing only the client's posts.

Your calendar view when switched into your client's dashboard and filtered for the client's 'Team member filter'

Hint: It's the same as what the client sees.

Calendar showing only the client's posts.

Example of Client account set-up

Account tab

In the "Account" tab, you'll find the following options:

Options include the profile type, who they are managed by, whether hierarchy should be maintained, who else they have access to, and the profile colour.

Profile: This is where you select the user type. Admins can access all admin options for your account and all users under that account. Team member accounts are used for collaboration without having access to admin options, and clients are entirely self-contained unless you specifically give them access to other users. You can restrict access to areas and features within the dashboard for users using permission groups.
Managed by: This is where you can set the specific user in charge (or managing) a specific user account. Using this option will put the user being "Managed by" another user into a grouping or "Hierarchy" with any other users also being "Managed by" that same user.
Maintain user hierarchy: If this setting is set to Yes, the system will use the defaults in terms of the account type (Admin, Team Member or Client) as well as who they are being "Managed by" to determine what other user accounts if any, that user should have access to. Unless you set a Client account to manage another account, they will only ever have access to their account by default.
If, for any reason, you want to give client-specific access to another user account, set this option to No and then use the Has access to option to select which user account(s) you want to give that client access to.
Has access to: In this field, you can select which specific user(s) you want to give that user access to. However, this does not affect the permissions or access for that user, eg., if you give a client access to an admin account, for example, they will still be unable to access admin options.

Workflow tab

In the Workflow tab, you can select if the client would need your approval to schedule or send out a post, but you can skip this step if you don't need it.

Set whether or not the client needs to send their posts to someone for approval.
If approval is required, set the user to whom they would send their posts for approval.

When adding this client's profile, you can either add the profile to the client account and share it with other accounts that need access to the profile or the other way around. However, any posts you create for this client will need to be created (and/or scheduled) through their user account so that the post can be visible to them as well.

Tip: Read more about transferring and sharing profiles between user accounts.

To switch between users, click on the dashboard option in the top-left corner of your dashboard and select their account to create posts on their dashboard. That client will then log in to their account and view those posts in the scheduled view, Queue, Calendar, etc., as relevant.

Tip: If you've set up for your client to need the approval to post when you switch into their dashboard and create a post, you will not be forced to send the post for approval; however, your client will. If you would like to schedule several posts for your client, you may want to consider using the bulk uploader instead to save time.

Once this is done, the scheduled post(s) will appear in the calendar for both users.