Set up a Client account
When adding a new client, you may need to give them access to see the posts you have scheduled for them in their calendar and yours; without providing this access, clients will view any posts you have planned for your other clients. The steps below will display how you can set this up.
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 users 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.
Your calendar view when switched into your client's dashboard:
Your clients' calendar view they are logged into their dashboard:
Example of account client setup:
In the "Account" tab, you'll find the following options:
- Profile: This is where you select the user type. Admins have access to 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 permissions groups.
- Managed by: This is where you can set the specific user who is 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 the 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 not be able to access admin options.
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 the if the client needs to send you their posts for approval.
- Set the user they would send their posts to 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.
To switch between users, click on the dashboard option on 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.
Once this is done, the scheduled post(s) will appear in the calendar for both users.