Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details about the Settings for the Cliently Salesforce Application.
What are Cliently “Credits”?: Credits are Cliently’s in-app currency. Credits are needed in order to Send out Handwritten Notes -5 credits, Postcards - 1 Credit (Inside US) 2 Credits (Outside US) and Gifts via the Cliently Salesforce application.
Step 1: Access Settings. From the first screen of the application, click on the top right profile icon and click on Settings.
In the following sections, we will discuss each of the settings found in the application.
Step 2 - Account. Under the account settings, here you can setup your account for images and details about your account and change your password.
Step 2-A: Images, here you can add your Avatar and Company Logo. We do recommend that you add these images as they will show up on for your Video Messages. Click on each image placeholder to add your images. Once you add your images, be sure to click “Save” at the bottom. Please note: your avatar should be 200x200 pixels in size and your Company logo be 400x200 pixels in size.
Step 2-B: Contact Fields. Next, add our double check your contact fields. First name, Last Name, Company Name, telephone number and Signature field. Be sure to click on the Save button when completed.
Step 2-C: Change your password. Here you can change your password. Fill in "Current password", type in your new password and repeat current password. Click the grey "Reset" password when completed. Please note: Cliently does have some restrictions for the password: must include one lower case letter, upper case letter, at least 1 number and must be 8 or more characters in length.
Step 3 - Team & Permissions. Under Teams and Permissions, you can review the team members in your account, add new team members, change Status and edit team members to provide them different types of access.
Step 3-A: Team Review. Here you can see all of your team members, Integrations (if they are connected to email), Last seen, Permission Role, Status and ability to edit the team member.
Step 3-B: Add new Team member. Click on the blue button “Add Team member”
To add a new Team member, filled in the First Name, Last Name and email address. Also choose the permission Type (Administrator/Team member) and assign credits to this team member.
Shown below is the Permission Matrix for the type of access for the four roles. Owner, Administrator, Manager, Team member: (Internal document - Permission matrix -
Step 3-C: Editing team members - Once you have added team members to your account, you can click on “edit” to make any changes, including the team permission and “Status” and ability to delete the team member.
Salesforce Permissions needed for Salesforce accounts to use the extension… In order to use the extension API access must be given the Salesforce’s user account profile type. Found under Settings > Administer > Manage Users > Profiles..
Then provide API access to this profile:
Step 4 - Integrations. Integrations is a location that you can review your existing connections for your Salesforce account and your email account. You can disconnect and reconnect your integrations via this panel.
Step 5 - Credits - Under credits, here you can purchase more credits, add/remove credits to your team/workspace and add/remove to your team members.
Step 5-A - Credits - Purchase more. If you ever need to purchase more credits, click on the blue “Buy More” button and reach out to Cliently Support to purchase more credits.
Step 5-B: Add/Remove credits for your team. Next, we will discuss on how to add/remove credits for your team/workspace. Click on the “edit” button” next to the Team Credits.
Review your total amount credits and then add or remove credits for your team. Be sure to click on the blue button “Save”, when completed.
Step 5-C: Assign/remove credits for your team members. Next, click on the “edit” button next to your team members to Assign or remove credits for your team members.
Here you can add or subtract the amount of credits for your team members. Use the up/down arrows to add or subtract credits. When completed, click on the blue Save button.
Step 6 -Billing Coming soon. In the billing section, we will include details about your account, which plans, how to upgrade, purchase more credits and cancel your account.
Need Help? If you need any help with using Cliently Salesforce application please click on the red “Help/Chat” icon found on the bottom right side of your account.