Deep dive into the ideal agency set-up - User management
Managing User Accounts in an Agency setup should not be tricky. All it takes is understanding what user hierarchy is and how to share profiles.
Join our Customer Success Manager, Savannah and Support Agent, Julie as they walk you through the ideal user setup for agencies
In this 30-minute webinar, they'll cover the following topics:
- Adding users and clients
- Permission Groups
- Dashboard access
Want to jump to a specific talking point?
- Setting Up User Dashboards - 2:40
- Permission groups - 6:37
- Approvals - 9:42
- Q&A - 15:30
Tip: Would you like to join our webinar to have your questions answered on a specific topic? Register now for our upcoming events.