Should I add my client as a Named or Staff User?

If you are assisting another firm with behavioral science on a consulting or coaching basis, we recommend avoiding adding them as staff or named user. We cover why and our tips.

If you are assisting another firm with behavioral science on a consulting or coaching basis, we recommend avoiding adding them as staff or named users. Granting them this access would allow them to view all your participant and team records inside your account and can they could make account changes you don't want.

Instead, we suggest that you perform the system admin on their behalf. As their volume increases, suggest they create their own Subscription account. They can give you viewing access to this new account, and you can earn referrals and affiliate commission. In addition, this ensures the privacy and security of your data.

1. Perform tasks on their behalf: Rather than adding them as staff or named users, offer to perform routine tasks for them, such as generating comparison reports or sharing self-registration links. This allows you to maintain control over sensitive data while still providing the necessary support.

2. Encourage them to create their own account: When the firm's usage of the system reaches a level where it makes sense for them to have their own subscription, suggest that they create their own account. This way, they can have direct access to their participant and team records, maintain control over their data, and handle their own billing.

3. Consider referral or affiliate commission: As a coach or consultant, you may be eligible for referral or affiliate commissions when your clients sign up for their own subscription. This can be a beneficial arrangement that provides you with compensation for your recommendation.

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