Heeeeey lemlister! πŸ‘‹

If you're here to know how to manage your extern users, you're in the right place!

1 - How to allow report access only to your extern clients ?

First, one cool thing you can do when inviting an Extern is to allow them to have a passwordless login. Meaning, they'll be able to connect to lemlist with their email only to access campaigns' reports, make their lives (and yours) simpler.

To get this done, just tick the box "Allow passwordless login" below the form.

If you don't allow passwordless login, this user can only connect their email provider and/or Linkedin account, but they won't be able to log in to lemlist at all.

2 - How will the invitation and linking process for your externs will work?

Once invited in their team, your externs will receive this email:

Once they click on the link to connect their email provider, they will go through several steps in that order:

1️⃣ Enter the verification code contained in the email as shown and circled in the previous screenshot.

2️⃣ They will be asked to connect their email provider:

πŸ’‘Note : if their email provider is already connected they'll be asked if they want to change it. If not they can choose no to go to the next step aka linking their Linkedin account.

3️⃣ If they're in a team under the Sales Engagement Plan that allow Linkedin actions, they will be asked to download our Chrome Extension and link their Linkedin profile:

4️⃣ Once all of this is done, they will see that message:

The connection link is completely secured and last for 3 days.

If your client does not complete the procedure within those 3 days, the link dies and you have to re-sent a new one from your cockpit, I will show you how to that right after.

3 - How to use each buttons seen on your cockpit - team for your externs and what do they do?

πŸ‘‰ Grant or revoke access to reports:

πŸ‘‰ Re-sent the secured connection procedure to your clien:

πŸ‘‰ Remove the client from the team:

You are now all set and ready to crack on! 🌟

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