Hey there, lemlisters! š
Weāve made it super easy for you to understand how to set up and use agency accounts in lemlist. Whether youāre managing multiple clients or overseeing different teams, our step-by-step instructions and Loom videos have got you covered. š„
Why Use an Agency Account on lemlist? š¤
This feature simplifies team or client management, offering centralised operations and clear data segregation benefits.
The lemlist agency account feature is designed to be user-friendly, allowing anyone to easily set it up. Itās ideal for users managing multiple clients, even if theyāre on different plans.
With an agency account, you can ensure that each client only sees relevant campaigns. To control their access level, simply assign them the role ofĀ MemberĀ orĀ Extern.
Meanwhile, yourĀ AdminĀ user will oversee all campaigns and easily manage multiple teams. This setup ensures privacy and efficient campaign management.
Who Should Use an Agency Account? š¼
Outbound Agencies: Simplify managing separate client accounts.
Operational Managers: Segment teams like Sales and Marketing with individual access.
Companies Needing Multiple Plans: Keep Standard and Pro Plans separate while enjoying flexible management.
How to Set Up Your Lemlist Agency Account
Remember: billing is charged per seat. Each user requires a seat, meaning one seat = one user = one sender = one account.
Create a New Team: Set up a new team here
2. Navigate to the Cockpit Section: After creating the team, go to Cockpit. š
Invite Users: Enter the emails of users and assign their roles.
Here, write the email address of the account you want to invite. You will also have an option to invite them as an active or inactive member. The difference between the two is that the ones that are added as active members are added with the role of Member, and they can send campaigns. Inactive members are added with a role of Admin, and they can't send campaigns, but can access all sections of lemlist.
Understanding the Cockpit in lemlist š
The Cockpit is your main control centre for managing teams and users in lemlist. Learn more about the Cockpit in our detailed article here.
User Roles in Lemlist
Understanding user roles helps you control access across your account. Below are the roles available:
Admin: Full access to all features, including the Cockpit and billing management.
Member: Access to most features but restricted from billing and Cockpit functionalities.
Extern: Limited access, primarily for viewing team reports.
For more on roles, check this article, and learn about Extern roles in detail here.
Key Details About Agency Accounts
Billing š³
Each team has individual billing, which means they receive separate invoices each month. This setup ensures financial clarity for your agency. Additionally, this clear separation prevents complications arising from shared financial details, enhancing account management.
Data Privacy š
Data is strictly kept separate for each team, covering billing, campaigns, and data isolation. This separation ensures the integrity of each teamās data by preventing teams from sharing lead lists (e.g., unsubscribes or duplicates). This concept, referred to as "data isolation," eliminates risks of accidental data sharing between clients or departments.
Campaign Migration
Migrating to Agency Mode ensures that campaigns are preserved under specific conditions. If you are moving a user to a new team, only the campaigns where that user is the sole sender can be migrated. Campaigns involving multiple senders cannot be transferred.
Guest Seats: Manage Teams Without Extra Costs š¢
You can invite up to 5 guest seats onĀ the Multichannel ExpertĀ andĀ Email ProĀ plans, while theĀ Enterprise PlanĀ allows forĀ unlimitedĀ guest seats.
Guest seats are accounts invited to the team without requiring a paid seat. If a guest seat is assigned an Admin role, they can fully manage the team, including campaigns, settings, and users, without occupying a paid seat. This makes it easy to collaborate with supervisors or external managers without additional costs.