Understanding User Accounts
The following describes the various user accounts and answers commonly asked questions.
Account Type 1: Account Admin
The Account Admin is the administrators account. It is the highest level account and gives you access to all available areas of your membership. Here you are able to add and delete users, as well as, giving different levels of permissions. There is only one Account Admin account for each membership.
How do I know which account I have?
If you click in the top right hand corner a drop menu will be displayed. Click on 'Account'. This will open your account page. Under the word 'Role' you will see the account that you are currently in. The image above shows an 'Account Admin' account.
Account Type 2: Client or Project
The 'Client or Project' account names the user interface that you are in. What does that mean? Let's say for example I have a client name ABC Dentists LLC. I will then create a 'Client or Project' called 'ABC Dentists LLC'. Now everything I see in the user interface will be directly related to ABC Dentists. This means that any of the feeds, articles, calendar tasks, etc. They will all be part of this particular project. Now let's say I have a second client named 123 Lawyers LLC. I would now create another 'Client or Project' account and call that '123 Lawyers LLC'. Now when I select this account the user interface will switch to that account. So whatever feeds, articles, etc. I have for that client will be displayed. This keeps the clients/projects organized.
How many 'Client or Project' accounts can I add?
The number of 'Client or Project' accounts is directly tied to your membership plan. This would have been displayed in the list of features when you made your purchase. For example, the Professional account has only one 'Client or Project' whereas the Agency plan has multiple.
If I have a Professional Plan do I still need to set up a 'Client or Project'?
Yes, regardless of the type of account you have you should always begin with creating your 'Client or Project' first. This tells the software the user interface that will be displayed. It directly connects all of your channels, sequences, feeds, etc. to that project.
Creating a 'Client or Project'
Click in the top right hand corner. A drop list menu will appear. Select 'Account'. The will open the 'Account' page.
Click on 'Users'
In the top right of the 'Account' page you will see 3 tabs as shown in the image above. Click on 'Users'. From the drop list select 'Create'.
Select 'Client or Project'
Next, click on the field below 'Role'. A drop list will appear with the different types of accounts that you can create. Select 'Client or Project'. Fill in the rest of the fields and click the 'Create User' button.
Viewing the 'Client or Project' Account
Once you have created a 'Client or Project' account it will appear in the upper right hand corner of the user interface (just next to where you clicked earlier to find the account menu). The name will correspond to the name that you gave it when creating the account.
If you click on that name a drop list will appear with all of the 'Client or Project' accounts that you have added. To move from one account to another simply select the one that you want.You are now ready to start adding channels, sequences, etc. for that client or project.
Account Type 3: Manager
A 'Manager' account is intended for someone that you have assigned to oversee projects on your behalf. In the administrative panel (where you set up the 'Client or Project' account) you can select 'Manager' and view all of the permissions and settings options available.
Account Type 4: User
A 'User' account is generally designated for a writer or social media expert, but can as well be a team member you have working on projects. The user can be either an in-house employee or someone that you have outsourced to work on projects for you. The user has no administrative access and is only able to work within the permissions that you have set for them. The image above shows the different options available.
Learn More
To learn more about users and client watch this video:http://learn.kudani.com/m/33676/l/328926-users-and-clients