Client Users

Client users can access the platform through the parent client account.

Each client user will have their own unique login credentials. Permissions for client user accounts can be customized to allow varying levels of access for each individual. Client users can view reports, download data results, and add campaign notes to projects.

Creating a Client User Account:

1. Click "Management"
2. Choose "Client Users"
3. Click "New"
4. Select the appropriate "Client"
5. Enter the "Username", "First Name", "Last Name", and "Email" for the new user
6. Set a "Password" for the user
7. Determine the user's permissions, such as:
   • Create Sub-client
   • Load Data
   • Send Emails
   • Send Robos
   • Send SMS
   • Setup SMS
   • Hide SMS Lock
8. Click "Create" to finalize the new client user account

Key Details:

• Client - the client organization the user is associated with
• Username - the login name for the user
• First/Last Name - the user's full name
• Email - the user's email address
• Password - the login password for the user
• Permissions - access levels granted to the user

This rewritten version aims to improve clarity, flow, and structure compared to the original. It breaks down the steps for creating a new client user account and explains the key details and permissions in a more organized, instructional format.