How can I add and manage multiple client accounts on Sendible?


June 1, 2023



Introduction: Managing Multiple Client Accounts on Sendible

Sendible is a powerful tool for managing social media accounts for multiple clients. Whether you are a social media agency or an individual freelancer, Sendible makes it easy to manage and organize multiple client accounts in one place. With Sendible, you can add new clients, create custom profiles, customize access levels, assign tasks and responsibilities, monitor account activity, and collaborate with clients, all from one centralized platform.

Step 1: How to Add a New Client Account on Sendible

To add a new client account on Sendible, go to the Clients tab in the top navigation bar. Click on the Add Client button, and enter the client’s name and email address. You can also choose to add a profile picture for the client. Once you’ve added the client, Sendible will send them an invitation email to join the platform.

Step 2: How to Set Up a Client Profile on Sendible

After adding a new client account, you can create a custom profile for them on Sendible. This includes adding their social media accounts, setting up automated posting schedules, and creating reusable content templates. You can also set up custom dashboards and reports for each client, which can be customized to show metrics and data specific to their individual needs.

Step 3: How to Customize Access Levels for Client Accounts on Sendible

Sendible allows you to customize access levels for each client account, so you can control who can access sensitive data or make changes to social media accounts. You can choose from several access levels, including full access, read-only access, and custom access. This makes it easy to give your clients access to the information they need, while still maintaining control over their accounts.

Step 4: How to Assign Tasks and Responsibilities to Client Accounts on Sendible

Sendible makes it easy to assign tasks and responsibilities to clients, so you can track progress and ensure that deadlines are met. You can create to-do lists, assign tasks to specific team members, and set due dates. You can also use the built-in chat feature to communicate with clients and collaborate on projects in real-time.

Step 5: How to Monitor Client Account Activity and Performance on Sendible

Sendible provides detailed analytics and reporting features that allow you to monitor client account activity and performance. You can track metrics such as engagement rates, follower growth, and post reach, and use this data to optimize your clients’ social media strategies. You can also set up custom alerts to notify you of any unusual activity or performance changes.

Step 6: How to Collaborate with Clients on Sendible

Sendible makes it easy to collaborate with clients on social media projects. You can use the built-in chat feature to communicate with clients in real-time, share files and documents, and get feedback on content and campaigns. You can also invite clients to participate in the content creation process, allowing them to provide input and feedback on posts before they are published.

Conclusion: Simplify Your Client Management with Sendible

Managing multiple client accounts can be a daunting task, but Sendible makes it easy to streamline your workflow and stay organized. With features like custom client profiles, access level customization, task assignment, and detailed analytics, Sendible is the perfect platform for social media agencies and freelancers alike. So why not give it a try and simplify your client management today?

No Comments

Leave a reply