Admin Role in ClickFlare: A Comprehensive Guide

Explore the capabilities and responsibilities of ClickFlare Admins in this in-depth guide on managing Multi-User features and Workspaces.
E
Written by Ervis
Updated 3 weeks ago

The following article primarily addresses Admins in ClickFlare.

ClickFlare's Multi-User feature enables the collaboration of associates within a single account. It seamlessly integrates with the Workspaces feature, allowing the creation of intricate campaign management structures with varying user positions and access levels. As an Admin, you enjoy unrestricted access to all campaign elements in both Public and Private Workspaces, albeit with limited access to Settings. Unlike the Account Owner, there can be more than one user with an Admin role in an account.

Access Levels:

Your access level is the second-highest after the Account Owner. The only distinction lies in the lack of access to sensitive settings, such as payment details. However, there are no restrictions on accessing campaign elements in all Workspaces.

Your Role:

Refer to the image below to understand the user hierarchy in ClickFlare after activating the Multi-User feature.

Your primary responsibility involves maintaining campaign funnels by distributing workload among Workers and overseeing the creation of campaign funnels. You can invite new Workers, assign them to different or the same Workspaces, but the privilege of inviting and editing Admins belongs to the Account Owner.

The number of Workers you can invite depends on your pricing plan. If additional Workers are needed, contact the Account Owner.

The image below shows your level of access to the Settings view.

Managing Workers: As an Admin, you can invite other users to delegate your workload, assigning them the role of a Worker.


Inviting New Workers or Read-only users:

  1. Sign in to ClickFlare.
  2. Access the Collaboration area tab in the Settings view.
  3. Navigate to the Multi-User tab.
  4. Click the Invite user button, fill in the details, and select the user's role.
  5. Optionally, hide certain columns for Workers or Read-only users.
  6. Click the Invite button. Invitations appear in the Pending invitations table.

Note: The number of users you can invite depends on your pricing plan. Visit the ClickFlare pricing page or contact your Account Owner for more details.

Changing Settings of a Worker:

  1. In the Multi-User tab, click the edit icon.
  2. To edit Workspace assignments, click the Private Workspaces field.
  3. Click the accept icon to save changes.


Removing a Worker
:

  1. In the Multi-User tab, click the delete icon.
  2. Click the Yes, remove button to confirm.


Managing Workspaces:


As an Admin, you can create new Private Workspaces and assign Workers to them.

Add New Private Workspace:

  1. Navigate to the Select Workspaces dropdown menu at the top right.
  2. Choose + Create Workspace.
  3. Provide a name for your workspace.
  4. Click the Save button.


Edit Workspace Access & Settings:

  1. Navigate to the Collaboration area tab.
  2. In the Collaboration area view, proceed to the Multi-User tab.
  3. Click the edit icon next to the user name for whom you want to adjust access.
  4. Select or remove the workspaces to which they have access. 
  5. Click the Save button.

FREQUENTLY ASKED QUESTIONS

Got questions? Find the answers below:

Can I Add Another Public Workspace in ClickFlare Collaboration Area?

Unfortunately, it's not an option. ClickFlare automatically creates a default Public Workspace for each account, and only one can exist. This workspace holds all publicly shared elements, making it impossible to add another Public Workspace.

Why Can't I See the Invite User Button in ClickFlare's Multi-User Tab?

Not seeing the Invite User button in ClickFlare's Multi-User tab? It's likely because you've run out of available invitations. The number of invitations you have depends on your pricing plan, and you can check your available invitations count above the List of Users table.

Is Deleting a Workspace Possible in ClickFlare?

Generally, the answer is no. However, you can un-assign users from the Workspace and move campaign elements to another Workspace. Refer to the Moving Campaign Elements Between Workspaces article for detailed instructions on moving elements.

Did this answer your question?