Users
On this page, it is possible to add new users. It is enough to enter the email of the person, select the role (the limitations of each role will be explained below), and eventually choose the team to which the user will belong (see the creation of teams in the Team section).
The second part is a table, a list of all users on the account where you can see the name, email, role, team, when the user was added, as well as options for edit, archiving, restore, and act as.
Clicking on Edit:
opens the Edit user page where it is possible to change all data (from the image below), as well as available columns (visible on search pages) and filters.
What is set at the user level has a higher priority than what is set at the role level. However, if roles are updated at the company (account) level, it will reset the settings at the user level.
By archiving:
we temporarily (or permanently) remove the user from the account and free up space for a new one, according to the selected subscription package.
Immediately after archiving, the Restore option appears,
with which we can reactivate a specific user if necessary (if there are free seats according to the selected subscription package).
The last option, Act as:
is only available to admins. By clicking on it, the admin enters the account of the specific user and everything he does, he does as that user.
User roles
Admin has access to all options on the account.
Team Leader - does not have access to Status history within Reports. There is no access to account settings (Spam, Blacklist, Merge, Role settings, Integrations, Subscription). Also, the options report, edit, pause, delete, approve link on the search page, as well as download csv, are not available. The team leader can edit and delete his and his team's links that have not been reported.
On the Add link page, it cannot add Quality for the link (when creating the link, it can be updated later). Can't see link details on search pages.
In the upper right menu, he can access the Team settings pages, where he can edit his team (name, users and clients), as well as Team work, where he can open and view the details of the links of all his team members and rate the links of all team members .
User does not have access to Status history within Reports. There is no access to account settings (Spam, Blacklist, Merge, Role settings, Integrations, Subscription). Also, the options report, pause, approve link on the search page, as well as download CSV, are not available. He can edit and delete his unreported ones.
Can't add Quality for link on Add link page. He cannot see link details on search pages (he can for all links of his team's clients).
Can't add confirmed status to link only on creation. Can update the link to confirmed status.
Freelancer does not see the Search page.
There is no access to Status history within Reports. There is no access to account settings (Spam, Blacklist, Merge, Role settings, Integrations, Subscription).
Can't add Quality for link on Add link page.
Can't add confirmed status to link only on creation. Can update the link to confirmed status.
The options report, pause, approve link on the opps page are not available to him. He can edit and delete his unreported ones.
The client sees only the Search page with results for the domain/s belonging to it. For them, the approval option is available in the table, he can also see Health and other columns, without the ability to see the details of the link, to change the quality or status.
He can see the Status History table for his links.
He has access to his profile with the ability to change his name, email and password.
Does not have access to the Chrome extension.
Teams
In the first part of the Teams page, it is possible to create a new team.
Team name
Users - add all users who will belong to the new team (a user can belong to only one team)
Clients - add all clients for whom the new team will work
In the second part of the page, there are the names of the teams that are on the account (only admins can see this). If a team leader is logged in, he sees the team he belongs to.
Clicking on the team name opens the team page (in a new tab) with a search table that has a predefined filter for team users:
Clicking on edit in the table opens the team edit page (picture below).
By clicking on delete next to the name of the user or client, one or the other is removed from the team (it is not deleted).
For Team Leaders only
The team leader has the right to:
Team Work - open and view link details of all members of your team, to edit links, to rate the quality of links of all team members
Team Settings - to edit your team, to remove or add new team members (users who are not currently in any team), as well as to remove or add clients for whom the team will work.
Note : Team settings and Team work cannot be in the navigation for a team leader who is not in any team.
Agencies
On this page, you can add new agencies, as well as edit and delete existing ones (only the name can be edited).
The table shows how many active and inactive clients each agency has.
Through the Clients interface, the client is assigned to a specific agency.
Clients
Note: it is necessary to make a distinction between the client role (user) and the client domain for which the links are made. Clients are described in this segment, and client roles are described in the User roles segment (above).
In the first part of the Clients page, it is possible to add a new client.
Mandatory fields are Client website/domain* and Reporting range* (monthly or mid monthly).
It is possible to assign Agency , Category , Teams to the client , as well as whether links to the client will be approved or not by default.
Link's approval - everything is approved by default, and on the edit client page you can set that future links for that client are not approved by default. In that case, the client (or admin) must approve the link in order for it to become confirmed.
The second part of the page is a table of clients, with columns to which agencies and categories they belong (if they are assigned to them), as well as the option to edit and delete.
The edit page looks the same as the part for adding a client, all options can be changed and you must click on the Update client button.