LeadTable makes it easy to create and manage client accounts, so your clients can get at the campaigns that concern them. That way every client only ever sees the information and campaigns that are relevant to them. đŻ
Create a client account: in the âClient settingsâ tab, one click on âCreate accessâ sets up a new client account. Enter the email address the access should go to. You can either send the access link straight from our [email protected] address, or pass it on through your own channels. âď¸
Limit access rights: you can give an account access to every campaign, or restrict it to specific ones. That comes in handy when a client has several locations and you want separate accounts for each. A site manager can be limited to the campaigns for their own location, while a second account covers another site. đ˘
How the client signs in: once they have the link, the client uses it to sign in and set their own password. Only then do they get access to the campaigns youâve assigned. That adds a layer of security and keeps managing client accounts flexible. đ
Used well, this keeps LeadTable efficient and flexible, and lets you meet each clientâs specific needs. đ