Granting User Access to Client Accounts

Modified on: 2014-11-05 09:19:39 -0600


SharpSpring enables you to add and remove managers from each of your client's accounts. In SharpSpring, managers function as users in your instance of SharpSpring and manage your client accounts. ​​​The following video will show you how to add and manage users in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.




Step-by-Step Guide on how to Grant Users Access to Your Client's Accounts

User Perspective

Step 1: Click on the gray "System Admin" button in the top right corner of SharpSpring.

Step 2: Select "Settings" in the drop down menu.


Step 3: In the left side panel, select "User Accounts." It's located under the "My Company" section of the menu.
 


Step 4: You should see the list of users. Locate the user and scroll to the right side of the screen. Click on the gray box to the right of the name (Looks like a gear).

Step 5: Select "Edit" in the drop down menu.

Step 6: Scroll to the bottom of the page to the "Administered Clients" section.

Step 7: From here you can select the companies, you want the user to have access to.

Step 8: Click on the green "Save Changes" button.



This is how you can grant user access to a client account from a user perspective. You can also grant access by using the client perspective.

Client Perspective

Step 1: Return to the "Settings" page.

Step 2: In the left side panel, select "Manage Clients." It's located in the "Clients Settings" section of the menu.


Step 3: Find the client, then click on the gray gear box to the far right.

Step 4: Select "Add/Remove Client Manager."


Step 5: This time you will pick which clients you want to manage this company.

Step 6: Click on the green "Update Client Managers" button. You have successfully selected which clients should act as managers!

You should now have a better understanding of how to grant user access to client accounts using SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com.


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