Our clients outsource their recruting and bookkeeping needs to our company. We handle everything for them. We will create forms that have to be specific to each client. So they would not be logging into anything, we would be doing it all for them and charging them through our management fee to them. So, are we better off with individual accounts and logging into each with a diff user name/password, or better off with the Partner Program?
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Partner Program vs Individual Accounts for clients
Best answer by john.desborough
- each of my clients has their own Typeform account
- they add me as an Agency Partner to their account - doesn’t count as a seat in their allotment
- they create a workspace and add me to that workspace - this is where i will push stuff for them to review AFTER i work on it in my own ‘sandbox’
des
I think I know the answer and it is prob the Partner Program. @john.desborough any thoughts after reading my initial post- greatly appreciated and thank you Liz
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- each of my clients has their own Typeform account
- they add me as an Agency Partner to their account - doesn’t count as a seat in their allotment
- they create a workspace and add me to that workspace - this is where i will push stuff for them to review AFTER i work on it in my own ‘sandbox’
des
If your third coffee of the day is not helping you with your Typeform, maybe we can help you find your answers...
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