Overview

The article explains how to establish restricted user accounts that can oversee multiple Scalendo sub-accounts while remaining excluded from agency-level access. This approach provides granular control without exposing sensitive agency-wide information.

Key Benefits

• Granular Permissions: Restrict access to only necessary locations
• Secure Delegation: Prevent unnecessary agency-wide visibility
• Flexible Management: Designate users as Admins or standard Users based on needs

Configuration Steps

1. Switch to Agency View – Click the location dropdown (top left) and select "Switch to Agency View"
2. Access Team Settings – Navigate to Settings > Team in the Agency View sidebar
3. Add/Edit Users – Click "+Add User" or edit existing users via the pencil icon
4. Set User Type to Account – Under Roles and Permissions, set User Type to "Account" to prevent agency-level access
5. Assign Roles and Locations – Select User or Admin role, then assign one or more sub-accounts using the search field
6. Configure Permissions – Use toggle switches for feature-specific access controls
7. Save – Click Save to complete setup and trigger invitation emails

Key Distinctions

"Account Admins can manage most settings within assigned sub-accounts, while Users typically have restricted access based on toggled permissions."

FAQ Highlights

• Multiple location management is supported
• Existing account users can be promoted to admin status later
• Account-type users cannot access the agency dashboard