Account Statuses and Login Security

Choose which status new clients start in, set the colours of the account statuses, and protect the sign-in pages of your workspace.

Overview

This guide covers Settings → Account Statuses: Initial Client Status, Security & Signup and Account Statuses.

Who Can Access

Step-by-Step Guide

1. Choose the initial client status

   Go to Settings → Account Statuses. Under Initial Client Status, choose Lead or Client and click Save Changes.

   • Lead: new clients start as Lead, and paying for an order moves them to Client on its own.
   • Client: new clients are Client from the moment they are added, before they buy anything.

   This applies to clients you add by hand and clients an order form creates. Enquiries you haven’t turned into clients stay in Leads.

   

2. Protect the sign-in pages

   Under Security & Signup:

   • Enable reCAPTCHA adds Google reCAPTCHA to every login into this workspace: yours, your team’s, your remote members’ and your clients’. You also need reCAPTCHA keys under Integrations. See Protect Logins with Google reCAPTCHA.
   • Enable two-factor authentication emails clients a one-time code when they sign in to the client portal. It needs SMTP under Integrations. Your own agency, team and remote logins are set on the General page; see Two-Factor Authentication (2FA).

   Click Save Security Settings.

   

3. Set the account status colours

   Under Account Statuses, use the pencil to change a status’s colour and description, and the arrows to change the order. Reset to Defaults brings back the original colours and descriptions.

   

The Account Statuses

• Contact: has filled in a contact form or sent an email to your support address.
• Lead: has an account but hasn’t bought anything.
• Client: has bought a paid service.
• Client Team: someone a client invited to their account.

The names are fixed. You can change the colour, the description and the order.

Frequently Asked Questions