Deep dive into the ideal agency setup - User management
Join our Customer Success Manager, Marcus, and Support Agent, Patrick, 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 a Client User - 3:16
- Permission groups - 8:47
- Adding and sharing profiles - 11:08
- Setting up team members - 15:15
- Setting up User hierarchy - 19:39
- Q&A - 27:08
Tip: Would you like to join our webinar to have your questions answered on a specific topic? Register now to our upcoming events.