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User Management

Control who can access the Rankon Client CRM and what they can do

Admin — full access Staff — manage clients Viewer — read only
Add new user
🔑 Admin
  • ✔ Manage all clients
  • ✔ Edit settings
  • ✔ Manage users
  • ✔ Delete records
👔 Staff
  • ✔ Create / edit clients
  • ✔ Export data
  • ✘ Settings / Users
  • ✘ Delete records
👁 Viewer
  • ✔ View clients
  • ✔ Export data
  • ✘ Create / edit
  • ✘ Delete records
User Role Status Added by
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Client Onboarding

Manage and track digital marketing client intake for Rankon

Business Profile Digital Assets WHOIS Lookup Vault Export
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Total Clients
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In Progress
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Completed
Business name Industry Contact Status Last seen Opened Alerts Actions

Settings

Configure agency details and platform access emails shown to clients

Agency details

Shown on the client-facing onboarding form and thank-you screen.

Platform access emails

These are the Rankon email addresses shown to clients for each platform's access step. Clients will copy these to grant you access.

Security & access
Onboarding links expire after this many days
Get notified when a client submits
Require PIN for client links
A 4-digit PIN is generated per client and must be shared with them separately (e.g. by phone/SMS)
SMTP Email

Configure outgoing email for onboarding notifications. Works with Office 365, Gmail, or any SMTP provider.

Enable email notifications
Send admin notification when a client completes onboarding
Webhook (optional)
POST request sent when a client completes onboarding. Works with Zapier, Make, n8n, etc.
New client
Fill in business details to get started
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Business profile
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Digital assets
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Vault export
Business information
Primary contact
Business addresses
🔍
Internal notes
* required fields