Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details about managing team members in your Cliently account.
Cliently makes really easy to distribute work amongst your sales reps!
What are Team Members?: Team members are additional people you can add to your Cliently account. You can add them, remove them and assign permissions.
What are Seats?: Seats are how your users are allocated. By Default you are provided 1 seat for the owner of the account. Additional seats must be added to your account to add additional team members.
Step 1: Find your team members. In Cliently, go to Settings > Team Members. YOU will see yourself and any team members you have previously added.
If you are the Dashboard, you can access by going to top right profile icon - then Teams & Permissions
Step 2-A: Adding Team members - Seats Before team members can be added, you must have enough seats on your account to add the team member. On the right side, click the pencil icon, and follow the directions to add seats.
Step 2-B: Adding Team members To add your team members into Cliently, Click on the button “+Add Team member”. Fill in their name, email address and set Permission to Administrator or Team member.
Your new Team member will receive an invitation email to accept your Cliently account. Ask them to double check their email. Once they click on the “Invite” email, use this guide for setup.
Step 2-C: Team Permissions Cliently offers 4 (four) permissions. You can click on each team member in the “User Role” column to change the permission. They are:
- Owner: Person who originally signed up from the account. Access to all features/options in Cliently. Once the owner has been set, this cannot be changed. Access to all flows, private or public.
- Administrator: Permission used to access ALL parts of Cliently, except Settings > Billing. Can see all flows, all My Clients including other team members. Can allocate Credits to teams and team members. Access to all flows, private or public.
- Manager: Restricted Permissions, has access to the team members contact cards, Find Leads and Flows, but does not have access to Settings > Team members. Access to public flows or their own created flows.
- Team Member: Restricted Permission, can only see their own My Clients. Does not have access to allocate credits in Settings > Team member and does not have access to Settings > Billing. Access to public flows or their own created flows.
Step 2-D: Adding and Removing Team Member Credits. Next, we need to allocate Team credits to the team member. Find the team member, in the “Credits Remaining” column. Click on the number, type in the number of credits you wish to allocate and press “Enter” on the keyboard to make the change. Please note: This must be done in order to Accept Leads, Send Postcards and Use Cliently Calls feature. What are Cliently Credits?
Step 3: Removing Team members. At any time you can also remove team members from your account. “Check” the team member and click on “Remove”. Once you do this, you will have options regarding the existing “leads/contacts” in the team members account. You can “Delete” or “Move” to another team member. Please note, removing team members do not remove Seats. You must remove seats manually, so you not be charged extra.
Step 4: Older plans - Trying to add new users - Unable? If you add users on Cliently and if you get a message “Upgrade plan” - Unable to add user”, this means you will need to contact us to discuss upgrading your plan OR you an delete a team member from your account.
Step 5: Team members in a workspace. Cliently also offers Workspaces that you can setup for your account. Review this link for more information about workspaces.
Need Help? If you need any help with Settings - Team Members, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.