Lisa

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  1. 7 votes
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    1 comment  ·  GoDaddy Pro » Managing Clients  ·  Flag idea as inappropriate…  ·  Admin →
    Lisa shared this idea  · 
  2. 5 votes
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    2 comments  ·  GoDaddy Pro » Other Suggestions  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Lisa – thanks for the feedback. can you help me understand your workflow here? are you requesting access to your client’s account via GoDaddy Pro and then using your client’s Username and Password to accept the request?

    Thanks!

    Ian

    An error occurred while saving the comment
    Lisa commented  · 

    I am actually logging into client accounts and giving myself access. So rather than asking them to log in and click on things, I'm sending them an email telling them I'm doing it for them. So they get the confirmation as an FYI but don't need to take action. So, here's what I do:

    1. Send the client an email (below)
    2. Log into client account
    3. Go through the link that says "give access to Lisa"
    4. I get an email, and click on the link (which gives the message in my original post)
    5. I get a confirmation email saying access was added.
    6. Client gets a confirmation email

    Here's the email I've been sending people as I add them:

    =================

    Hi [name],

    I'm setting up a new GoDaddy product which is a management dashboard for web designers like me who have multiple clients at GoDaddy. It lets me access all of their accounts from just my login (instead of what I do now, which is log into each client's account separately whenever I need to get info).

    The dashboard has additional cool features such as site monitoring, so I can set it up to notify me by email whenever a client's site is down. It also lets me see real-time server performance on each site.

    There are 2 ways to set up the connection from the client account to mine. One is for the client to enter my name/email to give me access. Another is for me to request it from the client (via my own GoDaddy account), but then you still have to log in and acknowledge it.

    Since I can already log into client accounts, I can click the links and give myself the access. So you don't have to do anything — but I wanted to mention that you will get a confirmation email once it goes through. I didn't want you to be surprised when you get that email!

    Thanks!
    --lisa

    Lisa shared this idea  · 
  3. 29 votes
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    4 comments  ·  GoDaddy Pro » Accessing Client Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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    Lisa commented  · 

    Agree with the others, who say they don't want to ask clients to request the access. I took a bit of a different approach -- since I do have their account logins, I log in as them, give myself the access, then acknowledge at my end. I do send each one an email first telling them what I'm doing (and why), and that they will get an acknowledge email but don't have to take action on it.

    So Mark's suggestion makes sense to me. If I already have their login info and pin, it would be great if I could do it "invisibly" and not even bother clients with the FYI email.

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