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Client Permissions for Agencies in Saleshandy
Client Permissions for Agencies in Saleshandy

Introducing Roles and Permissions for Agencies in Saleshandy

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋


Let's learn about Client Permissions, Why they are Important, and a comparison between Full Access and Limited Access Permissions.

Let's begin! 🚀

Client Permissions

What are Client Permissions?

Client Permissions allow agencies (admins and owners) to add their clients as users in their Saleshandy account. Agencies can assign roles and manage their clients' access to various functionalities within the platform.

There are two main types of permissions:

    • Edit sequences, Add steps, Add variants, Add prospects, and Export prospects

    • View the Prospect tab inside Sequence, Add tags, Verify the email, and mark as replied

    • Access the Unified inbox and respond to emails

    • Export reports to get a holistic view

    • Customize profile settings and add email accounts.

    • Cannot edit sequence details, Add steps, Add variants, Add prospects and Templates

    • Cannot View the Prospect tab inside the Sequence

    • Cannot Export Prospects

    • Cannot Add Templates

Why are Client Permissions Important?

Client Permissions is designed for agencies by providing them with greater control over their clients' interactions with Saleshandy. Allowing agencies to assign specific roles and permissions ensures that clients can only access the specific features and prospects they need, maintaining security and efficiency.

Full Access User Capabilities for Agency Inside Client Management

Sequence Listing Page

  • Can Search Sequences

  • Can use Filters based on Active status

  • Can Draft Sequence

Sequence Actions

  • Can Add step

  • Can Add variants

  • Can Delete Step

  • Can Delete Variant

  • Can Edit/Update Email inside Email Editor

  • Can Edit/Update Templates inside Sequence

  • Can View Pre-send preview

  • Can Edit Sequence

  • Can Send Test Email

  • Can Save Sequence

Sequence Prospects

  • Can Search Prospects

  • Can Select Prospects

  • Can Add prospects via csv only

  • Can Apply Filters

  • Can Add Prospect to sequence

  • Can Add/remove tags to Prospects

  • Can Mark Email as replied

  • Can View Associated Outcome (This will be visible only; editing is not possible)

  • Can Export Prospects

Sequence Settings

  • Email Account

    • Can View Email Accounts (This will be visible only; editing is not possible)

      • Can Edit Email Signature

      • Can View Setup Score (This will be visible only; editing is not possible)

  • Can View Sending Schedule (This will be visible only; editing is not possible)

  • Can View Safety Settings (This will be visible only; editing is not possible)

  • Can View Deal Value (This will be visible only; editing is not possible)

  • Can Verify Prospects using Email Verification

  • Can View Cc & Bcc (This will be visible only; editing is not possible)

  • Can View Unsubscribe Settings (This will be visible only; editing is not possible)

Unified Inbox

  • Can Search Conversations

  • Can Apply all Filters except Sequence Owner Filter

  • Can Mark Email as Read

  • Can Mark Email as Unread

  • Prospect Outcome (This will be visible only; editing is not possible)

  • Date Range Filter

  • Can Reply to Emails

  • Can Forward Emails

Templates

  • Can See My Templates

  • Can Search

  • Can Add New Template

  • Can Clone/Duplicate Template

  • Can Edit Template

Reports

  • Can Export Sequence Reports

  • Can Access Sequence Filters

Settings

  • Can Access User Settings

    • Can Edit My Profile

      • Can Edit Timezone

    • Can Add Email Accounts

      • Can Edit/Update Email Accounts General Settings

Limited Access User Capabilities for Agency Inside Client Management

Sequence Listing Page

  • Can Search Sequences

  • Can use Filters based on Active status

  • Can Draft Sequence

Sequence Actions

  • Can View Email Variant

  • Can View Pre-send preview

  • Can Send Test Email

  • Can View Email inside Email Editor

  • Can View relative days inside the Email Editor

Sequence Settings

  • Email Account

    • Can View Email Accounts (This will be visible only; editing is not possible)

      • Can Edit Email Signature

      • Can View Setup Score (This will be visible only; editing is not possible)

  • Can View Sending Schedule (This will be visible only; editing is not possible)

  • Can View Safety Settings (This will be visible only; editing is not possible)

  • Can View Deal Value (This will be visible only; editing is not possible)

  • Cannot Verify Prospects using Email Verification

  • Can View Cc & Bcc (This will be visible only; editing is not possible)

  • Can View Unsubscribe Settings (This will be visible only; editing is not possible)

Unified Inbox

  • Can Select Conversations

  • Can Search Conversations

  • Can Apply all Filters except Sequence Owner Filter

  • Can Mark Email as Read

  • Can Mark Email as Unread

  • Prospect Outcome (This will be visible only; editing is not possible)

  • Date Range Filter

  • Can Reply to Emails

  • Can Forward Emails

Reports

  • Can Export Sequence Reports

  • Can Access Sequence Filters

Settings

  • Can Access User Settings

    • Can Edit My Profile

      • Can Edit Timezone

    • Can Add Email Accounts

      • Can Edit/Update Email Accounts General Settings

Permission Comparison between Full Access and Limited Access

Functionality

Full Access

Limited Access

Is Visible?

Is Editable?

SequenceListing Page

Can Search Sequences

Yes

Yes

Yes

Yes

Can use Filters based on Active status

Yes

Yes

Yes

Yes

Can Draft Sequence

Yes

Yes

Yes

Yes

SequenceActions

Can Add step

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Add Variants

Yes

No

Yes (For Full access Users only)

Yes (For Full access Users only)

Can View Variants

Yes

Yes

Yes

Yes (For Full access Users only)

Can Delete Step

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Delete Variant

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Edit/Update Email inside Email Editor

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Edit/Update Templates inside Sequence

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can View Pre-send Preview

Yes

Yes

Yes

Yes

Can Edit Sequence

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Send Test Email

Yes

Yes

Yes

Yes (For Full Access Users only)

Can Save Sequence

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can View Email inside Email Editor

Yes

Yes

Yes

Yes (For Full Access Users only)

SequenceProspects

Can Search Prospects

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Select Prospects

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Add Prospects via CSV only

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Apply Filters

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Add Prospect to Sequence

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Add/Remove Tags to Prospects

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Mark Email as Replied

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can View Associated Outcome

Yes

No

Yes (For Full Access Users only)

No

Can Export Prospects

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

SequenceSettings

Can View Email Accounts

Yes

Yes

Yes

No

Can Edit Email Signature

Yes

Yes

Yes

Yes

Can View Setup Score

Yes

Yes

Yes

No

Can View Sending Schedule

Yes

Yes

Yes

No

Can View Safety Settings

Yes

Yes

Yes

No

Can View Deal Value

Yes

Yes

Yes

No

Can Verify Prospects using Email Verification

Yes

No

Yes

Yes (For Full Access Users only)

Can View Cc & Bcc

Yes

Yes

Yes

No

Can View Unsubscribe Settings

Yes

Yes

Yes

No

Unified Inbox

Can Search Conversations

Yes

Yes

Yes

Yes

Can Select Conversations

Yes

Yes

Yes

Yes

Can Apply All Filters Except Sequence Owner Filter

Yes

Yes

Yes

Yes

Can Mark Email as Read

Yes

Yes

Yes

Yes

Can Mark Email as Unread

Yes

Yes

Yes

Yes

Prospect Outcome

Yes

Yes

Yes

No

Date Range Filter

Yes

Yes

Yes

Yes

Can Reply to Emails

Yes

Yes

Yes

Yes

Can Forward Emails

Yes

Yes

Yes

Yes

Templates

Can See My Templates

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Search

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Add New Template

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Clone/Duplicate Template

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Can Edit Template

Yes

No

Yes (For Full Access Users only)

Yes (For Full Access Users only)

Reports

Can Export Sequence Reports

Yes

Yes

Yes

Yes

Can Access Sequence Filters

Yes

Yes

Yes

Yes

Settings

Can Edit My Profile

Yes

Yes

Yes

Yes

Can Edit Timezone

Yes

Yes

Yes

Yes

Can Add Email Accounts

Yes

Yes

Yes

Yes

Can Edit/Update Email Accounts General Settings

Yes

Yes

Yes

Yes

The new roles and permissions feature in Saleshandy significantly improves agency client management. By allowing admins and owners to add, manage, and control client access easily, Saleshandy is making it easier for agencies to deliver tailored, secure, and efficient services. We are excited to see how this feature will enhance your experience with Saleshandy.

Frequently Asked Questions (F.A.Q's)

Question: What happens when a client is added in the Agency Client Management?

Answer: When a client is added, message will appear on the “Agency Client Management” screen, stating: “Client added and credentials sent to your email successfully.”

Question: Will I receive an email notification after adding a client?

Answer: Yes, an email will be sent to the agency user (Admin or Owner) from “[email protected]” containing the client’s credentials.

Question: What information is included in the email sent after adding a client?

Answer: The email will include the client’s credentials, such as their email, password, login URL (https://my.saleshandy.com/client-login), and the assigned permissions.

Question: As an agency owner, what should I do after receiving the email with client credentials?

Answer: As an agency owner, you will receive this email and can then manually share the login credentials with your client, ensuring they have the necessary information to access their account securely.

Question: Is the client email editable during the client addition process?

Answer: Yes, the client email is editable for the first time until the client is added successfully.

Question: Can the client email be changed after the client is added successfully?

Answer: No, once the client is added successfully, the email becomes a static field and cannot be edited.

Mission accomplished; you've successfully learned Client Permissions. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

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