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.
Tip
Take the Client Management course in Duda Academy to learn how to create clients, give clients access to sites, and manage client permissions.
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.
Note that a client cannot be deleted if they have an active, past due, or canceled payment in client billing.
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. If you need to completely delete a 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 permissions are dependent on a higher level permission, meaning they cannot be selected without also selecting the higher level permission. For example, in order for a user to have access to Content Editing, they must first have access to the Editor permission. When you select a permission, its dependent permissions are automatically selected. Conversely, any dependent permissions are removed if its higher permission is removed.
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Permission Name |
Description |
Dependent Permission |
|---|---|---|
|
AI Assistant |
Allow clients to use AI tools. Access may vary depending on other permissions, such as SEO, site editing, resetting, and more. |
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|
Bookings admin |
Can manage all aspects of Bookings, including staff members, booked appointments, and calendars. |
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|
Bookings user |
Can access and manage their availability, assigned appointments, and personal settings. |
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|
Flex sections |
Can add new flex sections to sites built with the Classic editor. |
Full Content Editing, Content Editing, Blog |
|
Blog |
Can add, edit or manage blog posts. Editing post content includes adding widgets to posts. |
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|
Connect custom domain |
Can set or edit the site’s custom domain. |
Republish |
|
Widget content |
Can edit the content of existing widgets on a site like site texts and others with textual content, but can’t edit their design or delete them. |
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|
Content Library & Business Info |
Can edit and manage the site’s Content Library, including Business Info, Business Text, Media, Collections, and more. |
Content Editing |
|
External Content Library Data Sync |
Can connect, disconnect, push, and pull data into the site’s Content Library from external tools like Google Business Profile and others. |
Content Editing, Content Library |
|
Dev Mode |
Can access and edit the site’s HTML and CSS code on the canvas and in Dev Mode. |
Content Editing |
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eCommerce |
Can manage & edit all store management settings, including product catalog, payments, orders, taxes, shipping, and more. |
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|
Connect to Data Edits |
Can connect data to existing site widgets and elements in the editor through the Connect to Data menu option. |
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|
Editor |
Can add and manage widgets, site pages, and popups. Can also edit the site’s design including Site Theme, and manage site settings. Granting this permission automatically grants the blog and widget content permissions as well. |
Content Editing, Blog* *Note that for sites created after October 2025, Blog permission will not be dependent on Editor permission. |
|
Dynamic pages and connect to data |
Add and manage widgets with Connected Data. Create and manage Dynamic Pages. |
Full Editing Capabilties, Content Editing, Content Library, Edit Connected Data, Blog |
|
Free Apps |
Can install, uninstall, and use free apps, as well as use paid apps added by others. |
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|
Site publish |
Can publish the site for the first time (triggering a charge for the account owner), as well as republish and unpublish it. |
Republish |
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Site republish |
Can republish a live site to make any editor changes live online. |
Publish |
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Site reset |
Can reset a site and start fresh using a new template. |
Content Editing |
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SEO Overview |
Can view a summary of the site's SEO state, see and fix specific errors. To allow the client to fix issues, grant them the Site SEO permission as well. |
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Site Backups |
Can create, preview, restore, and delete site backup versions. |
Content Editing |
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Site Comments |
Can access, add and delete comments on this site. |
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Full site SEO |
Can access and manage site and page-level SEO settings, connect Google tools and analytics, and set URL redirects. |
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|
Site Personalization |
Can set and manage Site Personalization rules, including popups, special promotions, and more. |
Full Editing Capabilties, Content Editing, Blog |
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Site stats |
Can access and see the stats of all sites in this account. |
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Stats report |
Can receive monthly or weekly stat reports for this site about analytics and site traffic data. |
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Site apps |
Can use any app installed on a a site, whether free or paid. |
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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.