Maximizing Your DudaPro Tools: Users & Permissions
Now that you’ve purchased your DudaPro subscription and have all these great tools at your disposal, how do you use them to your greatest benefit? What do you do with the power to delegate at your fingertips? Grant permissions to divide and conquer, of course.
By the end of this article, you’ll be armed with a newfound understanding of how to apply the functions of the Users & Permissions portal to make more money, decrease your workload and empower your customers. Let’s dive in, shall we?
What Is This Portal You Speak Of?
The Users & Permissions portal is one of the perks included with your DudaPro subscription and there is no limit to, or cost associated with, the number of sub-users you can add to an account. You can grant access to as many individuals as you need or want, so, as your team and client base grows, it will always be just as easy to assign tasks to your staff or sell access packages to your customers.
The Users & Permissions portal has two sides: Staff and Customer.
The staff side is intended for… you guessed it, your staff and employees! This area of the platform provides access to all the sites under your master account and is not white labeled. In this part of the portal, you’ll find some pre-set roles you can quickly assign to your staff based on their various job functions. Each role has a unique combination of permissions intended to help maximize team efficiency.
They are as follows:
- Store Manager
If you do not see a pre-set role that has the right combination of permissions, you can easily create your own custom roles and assign them to your staff members. You can formulate very restricted access or give a staff member full access to nearly every aspect of the account (with the exception of billing).
On the customer side, the permissions are more restricted and white labeled to protect your brand. Unlike the staff side, user access for customers is tied to a specific site under your master account, although a customer can be added as a user to multiple sites.
There is one major limitation on the customer side; sites must be upgraded with an active subscription before a customer can be granted permissions. However, this restriction can be used in your favor, which we’ll talk more about later.
Each of the permissions available can be selected individually to pinpoint what you want to let your customer(s) edit. There is even an option that limits how much of the site a user can edit, giving them the power to update existing content but preventing them from adding or moving elements around.
ProTip: You can also add Staff as sub-users on the Customer side of the portal if you don’t want them to know you are using Duda. Just keep in mind that there are fewer options and capabilities allowed on this side.
Make That Money: Upselling the Permissions
Earlier I mentioned that a site must have an active subscription before you can give a customer access to it. So does that mean you’ll lose money as you develop the site? Not at all! Don’t be discouraged that you have to upgrade a site before adding a sub-user. This feature can help put more money in your pocket and, as an added benefit, decrease your workload. Who doesn’t want to work less and make more?
Here are some things to consider when determining what to charge for permissions access:
- Start with a good baseline cost for your services.
- Know what you will offer in the base package and what other features you’re capable of offering.
- Have a clear line between your services to increase a project’s earning potential.
- Have a good idea ahead of time what level of involvement your client wants to have with their site.
This will allow you to sell the additional permissions and editor capabilities as extra features.
Something else you’ll want to keep in mind is your own level of comfort in handing over access to a website. It won’t help save time or money if you end up having to re-do large portions of the site.
Take into account how many employees your client has and how they plan to manage their site. Do they have a blog? An online store? Who manages these? Once a site has an active subscription, not only can you add customers as users, but you can also add multiple users to a single site without any additional cost. If your customer has different people managing different aspects of their business, each member of their team can be given specific user access. It’s fast and easy, and you can charge a premium for each user.
Let’s now think about the fifteen separate permissions available. Options like ‘full editing’ and ‘content editing’ allow you to manage the degree to which a customer can edit areas of the site. The site stats, blog, store and republishing, are options as well. Since they can be turned on or off individually, each level of access can be set as an additional cost. The flexibility of this part of the portal allows you to set up a variety of combinations to suit the unique needs of your customers.
You can get creative with the way you upsell permissions too. For example, consider offering a certain number of user spots or a selection of permissions as ‘User Access Packages’ to upsell even more. The concept of additional features or options is always enticing when presented as a packaged deal.
So, You’re Not an Octopus: Decreasing Your Workload
Now that we’ve explored the expansive ways you can fatten your wallet, how does any of this create less work?
Once a site is built and published, your time will be more effectively spent developing new sites for customers instead of updating the restaurant menu on a site you finished 6 months ago. Granting user access enables your customers to log in and make these simple updates when they need. The client feels empowered and in control of their site while you’re free to sell to other customers or create that custom widget you need.
Quite simply, if your client is editing and updating their site, you don’t have to.
By now, you have a good handle on how technical your clients are and how involved (or uninvolved) they want to be with their sites. If it’s clear they want to be able to make changes on their own, feel confident in imposing an additional charge for this access. You are giving them log in capabilities to your platform, after all.
Now, you might be wondering, why would my client pay to work on their own site? Isn’t that what they hired me to do? Maybe or maybe not.
Perhaps they planned to maintain the site but didn’t know the best way to build it. Maybe they just didn’t have the time to build a site themselves or didn’t think they could. If they seem hesitant about making the edits on their own, creative pricing can help. Offer the permissions at a steal of a price, as a free trial (we’re upselling again), or even give it away free of charge if you have a particularly high maintenance customer. Since this feature is included as part of your DudaPro subscription, you won’t lose anything by not charging for permissions. In addition, offering to add them as a sub-user as a matter of convenience and granting permissions in package deals are sure to make your customers consider taking on at least some site maintenance.
To further boost their confidence and can-do attitude, we have a white labeled support portal you can share directly with your clients as well. This gives them the tools to work on the site more independently. Wait, didn’t we just go over all the ways to capitalize on User Permissions and now you’re telling me to give it away for free? Yes, yes, I know, but you’ll need to ask yourself which is more valuable, the added revenue or your time? Each client and situation will be different.
You’ve Got This!
Remember, everyone likes options, though sometimes too many can be overwhelming. For some clients and business models, the Users & Permissions portal will be the perfect solution. For others, it could be overkill.
Don’t be afraid to test things out! Add yourself as a staff user and a customer user to see what the experience is like. (Be sure to use an email other than the one already connected to your account.) This will give you the inside knowledge you need to increase your familiarity with the services you have to offer.
As the master account holder, you are in charge of the permissions. Feel confident in your knowledge of what your customers can handle. Grant them permissions at a pace that works for you and think of them as an extension of your team. Remember, only you have full control of the platform! This tool is designed with you, as a DudaPro, and your needs, in mind. You are free to use this feature as much or as little as you please, but know that it is an option Duda has given you to help strengthen your business model and subsidize what you, in turn, can offer to your clients.
Ready to jump in? Check out our Support Portal for walkthroughs on how to start adding users!