Q: AGENCY FEATURES
As an agency, I need to be able to allow my clients to login to GetSales in order for them to connect their LinkedIn-Account, without having them to share their password with us.
Can I give my clients access to GetSales that is restricted to a workspace that contains only their campaigns? I don’t want my clients to access any other clients campaigns. How can this be done in GetSales? Creating a workspace for each client?
Finally, are these features available with the highest tier 4 deal?
Peter_GetSales
Edited Nov 21, 2024A: Hey there! Thanks for the question ☀️
There are 2 ways:
1. Letting the customer in to see everything inside the team.
2. Ask customer to sign up on GoLogin. You'll just follow guide on GetSales to connected LinekedIn profile (Free left option), choosing the proxy and indicating clients' GoLogin email. Then the client will log in the LinkedIn account and you'll finish the process. After that you'd be able to additionally share GoLogin session of the client with your GoLogin account for direct account access.
This way you don't have to use the credential directly, have access to LinkedIn directly along with GetSales automation, and don't need to let them into the team.
VlntnPLUS
Verified purchaser
Hey Peter, thank you for your fast reply.
1. Do I understand it correctly that I can create teams in GetSales and then define at team-level which campaigns, members, stats etc. can be seen at each team?
2. This sounds interesting! I haven't heard about GoLogin before. It would be very helpful if you guys could record a video showing the process you described.
PS: I'm about to purchase Tier 4 😊
❤️❤️❤️
1. In that case all invited members would see everything in the team. So if you buy 3 licences you have 3 teams to use at the same time, showing to the customers, inviting and them deleting from the team.
We actually have a foundation for roles, admins, users, etc. But building what you mapped out will take a lot of dev resources. We'll most likely do that, but once finish with the most urgent/valuable features which will bring you even more value now
2. And in that case you are not letting the customer into the system, but have a way to connect their profiles tho and just sharing analytics/ screens/ csv with them.