Set up clients

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 Add a 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 that have been created directly within 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 to 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 to 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:

User type: 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.
Profile color: Choose a colour to help you identify this user on the calendar and across the Sendible dashboards.

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.

Managed by: Choosing a person here will limit where this client's dashboard appears for Team Members, however, a client dashboard will be visible to all Admins on the account.

Note: If the 'Managed by' field has been set, you cannot give a Client access to that manager's dashboard.
Maintain default access structure: This doesn't really apply to Client users.
Also has access to: Clients usually only have access to their account. If you would like them to be able to see other dashboards, enter those here.
Permissions: If custom permissions are available, you can choose which permission group applies to this client.
Needs approval before publishing: Set whether or not the client needs to send their posts to someone for approval. This will prevent posts from being published directly by this user.
Approved by: If approval is required, choose 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 vice versa. 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 also be visible to them.

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.

Have more questions?

We'd be happy to help!

Please submit a support ticket with your questions. Providing screenshots or a video to explain what you expected or wanted will help get answers more quickly!