When accessing a client account via your White Label account, support links will be available throughout the platform to help you set up client accounts. These LeadPost support links are only available to your team. Your clients won't see them.
You can, however, add your own support links for your clients. To do that, log in to your White Label account. Then access a client account by clicking the lock icon in the client's menu.
When you access a client account from your White Label account, you'll be impersonating that client. You won't be directly logged in and you'll be seeing things that they won't necessarily see.
- If you see an orange question mark icon, that indicates that LeadPost has a support video to help you set up client accounts.
- If you see a green question mark icon, that indicates that you have included your own support video for your clients to access in that section.
- If you see a black question mark icon, that indicates that there is no support video available for that section.
To add your own support links, click the question mark icon. Then, you can select a link type, which controls the icon of what the support link will appear as for the end client. Then, insert the URL and click Add.
Once that's done, click close and the icon should be green. That indicates that you've got a support link for that section.
Editing and Deleting Support Links
If you want to change the support link or icon, just click the icon. Then, you can change the icon type or URL. When you're finished, click Update.
If you want to delete that icon, click the icon. Then, click the red Delete button.
Clients Will Only See Your Links
Unless you have your own link, support links will not appear for an end client who is logged in directly.
If you wish to view a client's account as if the client were directly logged in, you can go to the menu in the right-hand corner and select view as client.
If you have any questions about this, email us at email@example.com.