Hello lemlisters! 👋
Looking to manage extern users and grant them access to reports? You’re in the right place! Let’s break it down step-by-step to make the process seamless for you. 😊
Granting Report Access to Extern Users 📊
When inviting an extern user, you can simplify their experience with password-less login. This feature allows them to access campaign reports with just their email—no password required.
How to Invite an Extern User:
1️⃣ Go to Plans & Billings and click the Invite Extern User option
2️⃣ Enable the password-less login feature by checking the "Allow access to lemlist" box.
💡 Important Note: Without password-less login, extern users can connect their email provider and/or LinkedIn account but won’t have access to lemlist features or reports.
Report Access Rules for Extern Users 🔑
Active Seats Only: Report access is exclusive to extern users with an active paid seat. If an extern user doesn’t have a seat, they won’t be able to view reports.
Campaign Senders Only: Extern users must be senders of campaigns to access reporting features.
Invitation Process for Extern Users ✉️
After inviting an extern user, they’ll receive an email with two important links:
1️⃣ Connect Email & LinkedIn: Used for setting up their accounts.
2️⃣ Access Reports: Grants access to campaign reports.
💡 Pro Tip: Extern users cannot view reports using the first link. Ensure they use the second link for report access.
Setup Steps for Extern Users:
1️⃣ Enter Verification Code: Provided in their invitation email.
2️⃣ Connect Email Provider:
If already connected, they’ll be asked if they want to update it.
If not connected, they can proceed to link their LinkedIn account.
3️⃣ Link LinkedIn Profile:
Download the lemlist Chrome Extension if their team plan supports LinkedIn actions.
Open the extension to link their LinkedIn account to their lemlist profile.
💡 If the wrong LinkedIn account is connected, it can be unlinked via the Chrome extension or by an admin in Plans & Billings.
The connection link is fully secure and remains valid for three days.
If your client doesn't complete the procedure within this time frame, the link expires. You'll need to resend a new link from your cockpit, and I'll show you how to do that shortly.
Managing Extern Users in Your Cockpit 🔧
Use your cockpit to manage extern user permissions effectively. Here’s what you can do:
Grant or Revoke Report Access:
Closed Lock: Externs won’t have report access.
Open Lock: Externs can access their campaign reports.
Resend Secure Connection Link:
The connection link is valid for three days. If it expires, resend it from the cockpit.
Edit Extern User Settings:
Update custom tracking domains, limits, or email signatures
Remove an Extern User:
Remove users from your team when needed.
Need Assistance? 🤝
Our support team is here to help! Let us know if you have any questions or need further guidance.
Happy lemlisting! 🚀