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Sub User Accounts
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Your clients, lead partners or sales rep need to access your form submissions through an on-line interface. Share
the data collected through your forms through a private, secure, and non-branded interface. Give your clients
or parters access to the data and use filters and rules to restrict the access. Click here to see a
live example of shared user access.
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Sub User Accounts
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Create and manage as many sub user accounts as you need. Organize them within your project folders
to manage client websites or groups of users.
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User Defined Rights
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Define access levels at the table level for each user.
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Data Management
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Give your clients access to a secure web based spreadsheet of all the form submissions. Search, sort and
browse the data through this convenient interface.
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Editing Records
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View and edit each record individually.
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Non-Branded Access
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Your clients access the shared data through your domain and the look and feel
can be customized to match your website.
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Filtered Access
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Build filters to restrict the access to the data for your sub user accounts. Assign leads/records
to your sub users and give them access to only the specified data/rows.
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SSL / Secure Access
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Sub users access an SSL (Secure Socket Layer) site providing
industry standard security for collecting, reviewing and managing secure data.
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Exporting Data
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Sub Users can export the data to excel or CSV files at any time from any web browser.
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Lead Distribution
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Use the sub user accounts in conjunction with the lead distribution system to assign leads to your
users. The users can then log in and collect the lead data. Through the use of triggers, you can build
a system to manage following up with leads and other features.
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"I have used the refer a friend so visitors to our vacation property website can tell friends and family of possible holiday destinations they can discuss. It has worked great and really increased the traffic to our site!"
Sean S. Jordan
Partner
TheCabins.com
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"I love the options available with the integration wizard.
We use the raw HTML code and place the form directly into our web page.
The best thing is the fact that there are a few options of integration.
Almost all other services direct users to another site or page, this does'nt look professional from a c/m standpoint."
Steve Dovey
Developer
Coldfuel Web Design
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Web Design Resources
Check out these other great sites.
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