Inviting people


Clientlist was designed to help you manage your client details in a simple way. It should be simple as excel, but with the ability to share the information with others in a more transparent way. That's why we developed a system that allows people to work with clients' data together. Every list is a separated entity. Where you're able to collect and share information about your clients. The list can be used only by you, but the biggest advantage of it is the ability to share it with other people like employees, partners or friends. You can invite people to a list by clicking the following button

 

 

When you invite the user to a list he will receive an email with an invitation or if he's already a registered client list user he will get a notification. An invited user can approve or reject your invitation.

Invited people can work with you on one list, but how to depend on your needs and list configuration. Every invited user has access to your list to all the records until you turn on this option in the list settings section:

 

 

When it's selected then people can see only assigned records when it's not selected they can see all records on your list. The assignment is done on the client card, you just select users that see the list. What's more people can create their own records and they will be automatically assigned to them.

 

 

Administrator / The owner of the list see all the records even if he's not assigned to a client record

 

What invited user can do:

  • He can see client records (limited or not)
  • He can add client records
  • He can modify client records
  • He can use all the modules that are allowed (by the owner of a list in settings)

What he can't do:

  • He can't change the settings
  • He can't export the data
  • He can't invite others
  • He can't export the data
  • He can't set API and integration
  • He can't use the group marketing functionality (only send messages directly to clients)

Client list track all the things users do, you can see in a logging section (inside settings) who did what and when.