What is a User?

Users let you control who can access your Master Account or individual accounts, so the right people can log in and work in the right place. You can add team members or clients, set notifications, and assign roles that define exactly what they can view or manage.

Why Use Users?

Without proper user management, clients or team members could see accounts and data they shouldn't, or miss the access they need.

Users solve this by giving you precise control over account access. With them, you can:

• Grant access securely by adding users at the Master Account or Account level.
• Keep client data separate so agencies can give clients access without exposing other accounts.
• Automate notifications so users stay informed of lead events in their accounts.
• Audit activity with User Logs to see who did what, and when.

In short, Users ensure the right people have the right access, nothing more, nothing less.

Types of Users

Master Account Users

• Access: All accounts under a Master Account.
• Best for: Agency owners, managers, or internal staff who oversee all accounts.
• Control: Assign Master Account Roles to manage permissions across all accounts.

Account Users

• Access: Only the specific accounts they're added to.
• Best for: Clients, sales reps, or team members who should only see certain accounts.
• Control: Assign Account Roles to define exactly what they can view or manage within those accounts.

Examples of How Businesses Use Users

• Marketing managers: Added as Master Account Users with restricted roles so they can manage campaigns across all accounts without access to billing.
• Clients: Added as Account Users with access only to their own account, ensuring they don't see other clients' data.
• Operations team: Added as Master Account users to use User Logs and track who made changes across accounts, ensuring accountability and compliance.