Settings - Client Management

How to Gain Access to New Clients in SmartFeeds

The Settings page is your central hub for managing client configurations in SmartFeeds. This guide focuses primarily on the Clients Tab, which is accessible to all users for managing data integrations. It also covers the Contracts Tab, an area with advanced functionalities for client setup, which is typically restricted to users with administrative permissions.

Connecting and Managing Data Integrations

The Clients Tab, located on the Settings page, is your primary dashboard for managing data integrations for all your clients. From here, you can view client license information, connect new integrations, and update access for existing ones.

Viewing Client Information and Licenses

In the "Clients" tab, you will see a list of client names. Next to each client's name, their license type is indicated by an icon:

♦️ Diamond: Advanced License
🧩 Puzzle Piece: Plug and Play License
(No Icon): Standard License

You can use the Client Filter at the top of the page to quickly find the client you need.

Connecting an Integration for a Client

For each client in the list, you will see a Connect an Integration button. This allows you to link various client accounts or data sources (e.g., Google Ads, Facebook) to SmartFeeds. A step-by-step guide will assist you through this process directly within SmartFeeds.

How to Update Access for Integrations

If you need to update access for an existing integration (e.g., renewing access):

Find Someone with Access: Locate a user who has access to the integration.
Click on the Red (or green) Banner: Related to the specific integration that needs an update.
Authenticate: You will need to authenticate.
Renew Access: Click on "Renew Access" to update the integration.

For Administrators: Managing Contracts & Advanced Configuration

The functionalities in this section, such as creating and managing client contracts, are reserved for users with specific administrative rights. Therefore, these options will not be visible to most users. For more information on permission levels, please refer to the User - Right Management article or contact your SmartFeeds administrator.

For information on tracking consumption, please consult our guide on Check Usage.

Step 1: Create an Initial Client Profile

Open the Client Form by clicking here.
In the Category dropdown, select New Client.
Complete the required fields in the form, including details such as the client's name and contact information.
Review the information carefully before submitting the form.
Once submitted, the basic client profile will be created and accessible in the Clients section of SmartFeeds within 24 hours.

Step 2: Access Contract-Related Features

Contracts Tab: As mentioned earlier, this tab is only visible to users with the necessary permissions. It provides an overview and access to manage client contracts.
Manage Contract Button: In the "Clients" tab, next to each client, there is a Manage Contract button. Clicking this button is the entry point to view and modify the client's contract.

Step 3: Link or Create a Contract

Once an initial client profile exists, use the "Manage Contract" option for that client to:

Link a Client to an Existing Contract: Choose this option if the client should be associated with a contract already set up in SmartFeeds. You can search for and select the existing contract. Click Save.
Create a New Contract for a Client: Select this option to establish a new contract. Enter the Client Name and a unique Contract Name. Click Next to open the contract configuration window.

Step 4: Configure Contract Details

When creating or editing a contract, the following sections need to be configured:

About Section: Clients (Obligatory), Contract URL, Management/Admin.
License Section (Selector): Choose the license: Standard, Plug and Play, or Advanced.
Add-ons Section: Select applicable import and channel add-ons, and max import frequency.
Details Section: Amount, Discount, Start date, Pricing review period (Obligatory), Term (months), Notice (in days).
Limits Section: Flow Products, Inventory lines, Store count.

Step 5: Finalize Client Profile Configuration

Once a client is successfully linked to a contract, their profile is finalized:

Avatar: Click on the client’s avatar to upload the company logo.
Client Name: The license icon (diamond, puzzle piece, or none) will now appear next to their name, reflecting the license assigned in their contract.

Quick Answers to Common Issues

I can’t add a user or a client. What should I do?

Verify your admin rights. Only admins can manage users. Contact an admin or support if necessary.

My changes are not reflected. How can I fix this?

Ensure the user logs out and logs back in. A page refresh may also help.

How do I give access to new client accounts?

To request access to a new client account for any user, you must submit a request through the contact form.

For further assistance with SmartFeeds, consider reviewing these articles:

For additional help, feel free to reach out via our Contact Us page.