What your clients see
What someone at a client sees when they log in, and what they can do there.
Someone with a client login sees one company, their own, in your workspace. They never see your other clients, your team's settings, your hours or your lmnts plan.
Their Home
Home opens on the company's page: its logo and name, the buttons New task, New post (when post authoring is on) and Ask Sprk (when the AI assistant is on), the company's sections, and cards they can choose and arrange like yours. The side rail has Home, Messages and Teams.
Admins and everyone else
A client login is either an admin or not. You choose when you invite them, and can change it later on the client's Team page.
| Section | Client admin | Everyone else |
|---|---|---|
| Plan: List, Posts, Tasks, Calendar | Yes | Yes |
| Live | Yes | Yes |
| Library: Assets, Files (and Sprk Context when the AI assistant is on) | Yes | Yes |
| Ads | Yes | No |
| Insights: Analytics, Reports | Yes | No |
| Billing: Out of Scope, Scope of Work, Invoices | Yes | No |
| Settings (the gear): Branding, Integrations, Team | Yes | No |
What they can do
- Review posts you send them, and approve them or ask for changes. See Approve or request changes.
- Comment on posts and tasks, and message your team. See Comments on posts and Messages.
- Ask your team for work with New task.
- Write their own draft posts and send them for review, when post authoring is on.
- Use Sprk, when the AI assistant is on for them. See Sprk.
- Admins: change the company's logo on Branding, connect its social accounts on Integrations, and manage its logins on Team. See A client's own team.
- Admins: accept or decline out of scope work, and pay invoices. See Out of scope work and Invoices.
Clients of several companies
One person can be a client of more than one company, even of different studios. They click Teams in the side rail and Switch to this team to change company. See Switching workspaces.
Related
Give a client a login
Invite someone at a client so they can review, approve and follow along in lmnts.
A client's own team
How a client's admin adds, edits and removes the people at their company who use lmnts.
How approvals work
What Draft, In Review, Approved, Scheduled and Live mean, who approves, and what changes when a client's approvals are off.
Client settings
Change a client's name, logo or color, and choose what it gets: approvals, client-written posts, Sprk, GIFs and more.