Q: Client Log in Access
I want to give each of our clients their own individual log in access -- but how do I do that without them seeing ALL of our clients' accounts?
matt9035PLUSJan 9, 2025
Founder Team
Nikola_Aimfox
Jan 15, 2025A: Hey matt9035! This is actually one of the key reasons we introduced workspaces! You can create a dedicated workspace for each client, then access the workspace settings to invite them to join. Simply navigate to the "Members" tab in the workspace settings to send them an email invite.
You can assign one of two roles:
Admin: Grants full access to campaigns, inbox, leads, and templates.
Member: Provides limited, view-only access to campaigns but full access to the Inbox and Leads tabs.
Hope this helps!
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