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Client Management

Learn how to create clients, give clients access to sites, and manage client permissions.

About this course

Are you ready to simplify your Client Management?

This course will teach you how to customize account access, communicate more efficiently with your clients, and demonstrate your value every step of the way. Let's get started!

 

At the end of this course, you will:

  • Add new clients and manage their permissions
  • Collect and implement client feedback with Site Comments
  • Demonstrate the value you deliver with site stats and analytics

 

For a better experience, you should have:

 

  • Ryan Burke

    Director of Customer Education

  • Brandon Burtner

    Sr Learning Experience Designer

  • Kia Braha

    Senior Technical Writer

  • Vinicius Tolentino

    Education Program Manager

Curriculum30 min course

  • Course Overview 1 min
  • Simplify Your Client Management
  • Client Permissions 6 min
  • Hands On: Client Permissions 2 min
  • Site comments 2 min
  • Hands On: Site Comments 3 min
  • Stats & Analytics 1 min
  • Hands On: Stats & Analytics 2 min
  • Review
  • Quiz: Client Management 5 min
  • Survey 2 min
  • Course Summary 1 min

About this course

Are you ready to simplify your Client Management?

This course will teach you how to customize account access, communicate more efficiently with your clients, and demonstrate your value every step of the way. Let's get started!

 

At the end of this course, you will:

  • Add new clients and manage their permissions
  • Collect and implement client feedback with Site Comments
  • Demonstrate the value you deliver with site stats and analytics

 

For a better experience, you should have:

 

  • Ryan Burke

    Director of Customer Education

  • Brandon Burtner

    Sr Learning Experience Designer

  • Kia Braha

    Senior Technical Writer

  • Vinicius Tolentino

    Education Program Manager

Curriculum30 min course

  • Course Overview 1 min
  • Simplify Your Client Management
  • Client Permissions 6 min
  • Hands On: Client Permissions 2 min
  • Site comments 2 min
  • Hands On: Site Comments 3 min
  • Stats & Analytics 1 min
  • Hands On: Stats & Analytics 2 min
  • Review
  • Quiz: Client Management 5 min
  • Survey 2 min
  • Course Summary 1 min