SharpSpring enables you to add new client accounts, assign managers to an account, edit client account settings, and delete client accounts. The following article details adding and managing client accounts in SharpSpring.
The following user roles can add and manage clients:
- Administrators (Agency)
- Adding New Clients
- Managing Client Email Limits
- Managing Client Email Suppression
- Available Client Options
- Ready to Learn More?
Adding New Clients
To add new clients, do the following:
Once the page reloads, the new client will appear under the Managed Clients section.
Important: This information will be automatically added under the Company Profile and is required by the CAN-SPAM Act to send emails.
Managing Client Email Limits
To manage client email limits, do the following:
Note: This number will prevent clients from sending more emails that you allow.
Managing Client Email Suppression
Agencies can turn off engagement-based suppression for their clients that have a sender status of Healthy or At Risk. To manage suppression, do the following:
When engagement-based suppression is not required, your client will be able to send to unengaged leads. If your client's sender status is downgraded based on this, then they will not be able to have their engagement-based suppression turned off until they return to the Healthy or At Risk sender status. It takes 60 days after a client becomes a Healthy sender before you can remove suppression. Also, time-based suppressions are still in place, regardless of whether or not you turn off engagement-based suppression.
Available Client Options
To edit client options, do the following:
|Switch to Manage||Logs you into the selected client to manage their account.|
|Adds or removes users who can access and manage the client.|
|Services and Allowances||Designates the license price and spending limit for each client.|
|Services Overview||A breakdown of the billing overview for the client.|
|Email Sender Status||Shows the email sending stats for the client.|
|Edit AdWords Settings||Hides or enables Google AdWords options for the client. Certain SharpSpring agency partners provide Google AdWords as a separate service for their clients. In an effort to provide the most convenience and flexibility, SharpSpring provides you with the ability to hide this feature from your clients.|
|Client Rebrand Permissions||Prevents a client from uploading their own logos to rebrand SharpSpring. Restrict permissions here if you would like them to use your own logo instead.|
|Remove Company||Deletes client account and prohibits access by any users.|