The PickFu Account Management feature allows agencies and consultants to manage their clients’ PickFu accounts directly. This makes it easier to run surveys on behalf of clients while keeping costs and account data organized.
Benefits of Account Management
- Run surveys on behalf of clients using their stored payment methods.
- Keep surveys organized and costs segregated between accounts.
- Clients retain access to their survey history, even if they stop working with the consultant.
- Clients maintain full control and can revoke access at any time.
Enabling Account Management
The Account Management is available to PickFu Certified Agencies. The feature must be enabled for your account before you can start managing client accounts. Contact us to request access. Please note, all tests run on client’s account will be charged to the card they have on file and not the agency’s.How to Request Access to Manage a Client Account
- Open Settings in your PickFu account.
- In the left sidebar, click Managed accounts.
- Click Request Access, enter your client’s email address, and click Send Request.
- Your client will receive an email request to approve or reject account management.
- The client approves the request on their Account managers settings page, where your account then appears under Approved Managers.
Managing a Client’s Account
- Go to Settings > Managed accounts.
- Find the approved account you want to manage.
- Click Act as next to the account.
- A banner at the bottom of the left sidebar will indicate that you are managing the account.
- To stop managing, click Stop managing in the banner to return to your account.
Revoking Access
Clients can remove a manager at any time from Settings > Account managers by clicking Revoke Access next to the manager and confirming. This feature is a great way for agencies and consultants to streamline their PickFu workflow while ensuring clients retain control and visibility over their data.Related Articles