Client Management allows you to create clients, give clients access to sites, manage client permissions, and export a list of your clients to CSV. You can access Clients from the Site Overview tab in the Site Dashboard. For more information, see Site Dashboard.
To access Client Management:
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Log in to your account to access the Dashboard.
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On the top of the page, click Clients & Team, and then click Client Management.
Note
Each client and team member within the same Duda account must use a unique email address. Note that one email address cannot be used for both a client and team account.
You can take several actions to manage a client; you can create new clients or edit, delete, or suspend existing clients.
There is no limit to how many clients you can create.
To create a client:
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Log in to your account to access the Dashboard.
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On the top of the page, click Clients & Team, and then click Client Management.
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Click +Create Client.
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Type a first name, last name, and email address for the client. Alternatively, you can type a company, address, phone number, and notes. Your client will use the email address entered here to log into their sites. If the client needs to change their email address, they can click Change email under the email field on the login page.
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Click Save & Close to return to the client list. To continue and assign a site and permissions, click Assign site.
To edit a client:
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Log in to your account to access the Dashboard.
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On the top of the page, click Clients & Team, and then click Client Management.
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Click the client name in the list. You have the following options:
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Personal info. Edit client details and add notes.
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Sites & Permissions. Edit sites and permissions for each site.
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Access. Give clients access to the platform.
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You cannot restore a client that was deleted. To prevent your client from accessing the platform, but maintain their information, we recommend suspending the client. For more information, see Suspend Client.
To delete a client:
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Log in to your account to access the Dashboard.
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On the top of the page, click Clients & Team, and then click Client Management.
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Click the client in the list, click the three dots (
) menu above the client name, and select Delete Client.
Suspending a client prevents the client from accessing the platform, but does not delete the client from the system.
To suspend a client:
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Log in to your account to access the Dashboard.
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On the top of the page, click Clients & Team, and then click Client Management.
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In the Client List, click the client you want to suspend.
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In the left panel, click Access.
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Click Suspend Access. This temporarily suspends client access to the platform and the client is unable to log in.
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To reactivate access and allow the client to log in and access the platform, click Reactivate Access.
Clients are given access to each site individually. This means a client may have different permissions for each site assigned to them.
To assign a site and manage client permissions:
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Log in to your account to access the Dashboard.
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On the top of the page, click Clients & Team, and then click Client Management.
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Select the Sites & Permissions tab on the left, then type a site name, alias, URL or domain for the site, and select the site from the list. Alternatively, click Create New Site if you have not started building a site for the client. If you choose to create a new site, you will need to access the client list to assign permissions. The site appears under Assigned Site.
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Click Save.
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If you need to assign another site, click Assign Another Site. Repeat as necessary.
Next, you need to send your client an invitation with a link to access and review their site. To learn more, see Send Client Invite for Site.
Following is a list of permission names, what they allow the user to do, and if they are dependent on other permissions.
Some permission levels have prerequisites. For example, in order for a user to have access to Site SEO, they must have access to the Edit Site permission level as well. When you select a permission, its prerequisites are automatically selected. Conversely, any dependent permissions are removed if a prerequisite permission is removed.
|
Permission Name |
Description |
Prerequisite Permission |
|---|---|---|
|
AI Assistant |
Only available for Custom plans. Enable clients to use the AI Assistant to generate content. |
- |
|
Add Flex |
Enable to add new flex templates and sections. |
Full Content Editing, Content Editing, Blog |
|
Blog |
Access the blog, add, edit and manage posts. |
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|
Connect Domain |
Set or edit the domain name of this site. |
Republish |
|
Content Editing |
Edit existing widget content (limited editing). |
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|
Content Library |
Manage site Content Library including images, business info, form responses, etc. |
Content Editing |
|
Content Library Data Sync (External) |
Connect, disconnect, and sync Content Library data with external tools like Google Business Profile and others. |
Content Editing, Content Library |
|
Developer Mode |
Directly access HTML/CSS of the site. |
Content Editing |
|
eCommerce |
Manage catalog, view orders and control store settings. |
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|
Edit Connected Data |
Edit connected content from the Connected Data popup. |
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|
Full Editing Capabilities |
Add and manage widgets, pages and popups, edit design (includes site theme), and control site settings. |
Content Editing, Blog |
|
Manage Connected Data |
Add and manage widgets with Connected Data. Create and manage Dynamic Pages. |
Full Editing Capabilties, Content Editing, Content Library, Edit Connected Data, Blog |
|
Manage Free Apps |
Add, remove and use free apps. Use paid apps added by other users. Requires editing permissions. |
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|
Publish |
Publish the site for the first time (note: this will charge the account owner), republish and unpublish. |
Republish |
|
Republish |
Update the live site with all changes made in the editor. |
Publish |
|
Reset Site |
Reset and pick a new template for an existing site. |
Content Editing |
|
SEO Overview |
Ability to view the SEO Overview in the SEO Manager. This permission is not dependent on the Site Configuration permission. |
|
|
Site Backups |
Create, restore and delete backups. |
Content Editing |
|
Site Comments |
Add, edit and delete site comments. |
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|
Site Configuration |
Configure SEO settings and URL redirects. This permission is not dependent on the SEO Overview permission. |
|
|
Site Personalization |
Add, edit and delete website personalizations. |
Full Editing Capabilties, Content Editing, Blog |
|
Stats |
Access to statistics for this site. |
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|
Stats Email |
Client will receive stats emails for the site. Permission can be set to send them monthly or weekly. |
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|
Use Apps |
Use all apps which are added to a site, requires editing permissions. |
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To give your clients access to the platform and the sites that you assigned them:
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From the Dasboard, click Clients & Team, and then click Client Management.
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Click the desired client.
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On the left side, click the Access tab.
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Under Set up URL, click Generate.
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Under Invitation Email, click Send. The invitation email includes the Set up URL. To preview and edit the email that will be sent to the client, click Preview, and then click Edit Email. The URL is valid for 30 days.
Note
If you are on a White Label plan or higher, you can customize the email. To learn more, see Customize Client Invitation.
Once the client receives the URL, they will need to define their password to access the editor. The email address cannot be changed.
You can edit the email you send your customers from the Client Invitation screen available under the White Label menu on your dashboard.The default copy in the email is localized. If changed, make sure the custom copy matches the language selected as only the non-editable content is translated. Emails cannot be customized per customer.
To edit the email invitation sent to clients:
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From the Dashboard, click White Label, and select Client Invitation.
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Type a name in the From field and a subject in the Email Subject field.
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To edit the email, click Edit Email, edit the text as necessary, and click Save & Close.
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To send a test of the email, click Send Test, type an email address, and click Send.
To unassign a site from a client, go to their profile, then from the Sites & Permissions tab, click the three dots () menu next to the site, and select Unassign site.
If this is the only site the client has access to, they will not see any sites on their Dashboard. In this case, we recommend suspending the account. For more information, see Suspend Client.
You can export to a CSV a list of your clients, up to the most recent 40k. This allows you to view and organize client details in one place.
The CSV file contains the following columns:
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Client UUID
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First name
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Last name
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Email
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Phone number 1
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Phone number 2
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Company name
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Notes
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Assigned site IDs
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Number of assigned sites
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Status
To export your client list:
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Log in to your account to access the Dashboard.
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On the top of the page, click Clients & Team, and then click Client Management.
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Click the three horizontal dot icon (
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Select Export to CSV. You will receive a success message and the CSV file will be delivered to your account email in .zip format. It may take a few moments to show in your inbox.
To view the platform as the client will see the platform:
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Log in to your account to access the Dashboard.
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On the top of the page, click Clients & Team, and then click Client Management.
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In the Client List, click the client you want to view.
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In the left panel, click View as Client.
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Click the copy button.
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Paste the URL into another browser or in incognito mode. You will see the dashboard the client will see when they log in.
Note
If you are working on your white label dashboard using a custom domain, you will be asked to open the URL in a different browser or in incognito mode to avoid opening two users on the same browser that may cause issues.