I have a client who wants to have their own Moz login. I want to move them out on to a new plan from the Standard (5 campaigns) plan. Can I do this?

[T_Cooper]

For years I've been managing campaigns in Moz through Moz Pro. This enables up to 5 campaigns.

One of my clients wants access to their campaign and are happy to pay for a new Moz Standard account just for them. My question is - can this be done?

They would like my company (or more specifically me) to still have admin access to the account. I'm confused as to whether multi-seat is the right way to go?

I don't want my client to login to my current Moz Pro account as I have other client's campaigns on it.

Can anyone help as to the best approach.

[eli.myers]

Hey David,

Unfortunately this is not possible - I'm afraid we don't currently have a way to limit the access of seats on your account to certain Campaigns. Your client will have full access to all the Campaigns and research tools within your Moz Pro subscription.However, if your client wants to have notifications for a particular Campaign, they can unfollow the other Campaigns in the "Manage Campaigns" section. https://analytics.moz.com/pro/manage-campaigns You can read more about seat permissions and watch a short video in our Help Hub.

Also due to the way the data for each Campaign is stored in our system, there is too much risk of losing not only the data for the Campaign being transferred, but also to other Campaigns stored in the same database, therefore you would not even be able to transfer the Campaign to your clients new subscription (if they were to take one out) so ultimately I believe the best solution would be to give your client 'seat' access but they would still be able to see other Campaigns

Let me know if you have any other questions!

Eli

[Mult1pl1er]

Hi Eli

This problem is a real weakness for Moz and agencies and consultants have been asking for years for Moz to fix this. Is this on the Moz Roadmap yet?

I have set up a client with their own account and they have given me access to it via my "agency" account - so that I can see it in my agency Moz account. Now I need to give my team members access to the Client's Moz account so they can set up some new campaigns. I've asked the Client to add them as users to their account but my team members can't see the Client's account in their "agency" account. They just see an account with their own name asking for them to subscribe. Is there a fix for this?

The fix you proposed above for David Patrick is not a fix for "agencies" - we can't have client's being able to see other client's campaigns. If this is not on the roadmap for Moz - we are going to have to stop using Moz unfortunately as it's okay for sole consultants but not for clients. Client's are looking to be able to see a dashboard now and using Moz we can't give them access to it.

It's such a shame because I'm a big fan of Moz and have in the past been a big advocate but I'm having to look at other software because of this issue. We don't have enough scalability whilst using Moz. Can you please bring this to the attention of the Moz management team.

[eli.myers]

I completely understand your frustration! From a support point of view I have received many requests for something like this and our team are certainly aware of the demand. However, I do not have a timeframe for when / if something like this is in development.

With regards to your first question, if your team has been added as a 'seat' on your clients account they should be able to view your clients Campaigns.

Shared users will have full access to Campaigns and tools within the Moz Pro account. However, the owner (your client in this scenario) gets sole access to do the following:

• Delete Campaigns
• Add or remove users
• Upgrade, downgrade, or cancel the subscription
• View or update account billing, invoicing and subscription information

If you have any specific questions about accounts feel free to reach out to help@moz.com

Eli

[T_Cooper]

Okay. So I understand your answer. I don't really like it and would like to request that you think about agency access and how we can incubate client campaigns.

The thing is that most clients start off tentatively with Moz. They need a 'dip in the pool' approach as it were. They need hand-holding from their agency until they've got confidence and that means one on one sessions. This is not meant as patronising in any way at all to a client, the first tour through the campaign is overwhelming.

However once they've got understanding, the nature of the relationship changes. There comes a point that an agency packaging up reports to pass on to the client is pointless. They want access to the UI themselves. This is where being able to turn a campaign on an agency account into a campaign just for a client account would be helpful.

As agencies often work with multi campaigns in their accounts this is where the problem is. How do you train up a client, nurture them and then give them their own access if you can't transfer the data to a new campaign and client account?

It seems to me that you're missing a big use case scenario here. And you should be working with agencies on a closer level as we are often the incubators and stepping stones to ultimately get solo client accounts and campaigns.

[aldy04]

Have there been any updates to this in the past 2 years? This, in my opinion, is one of Moz' biggest weaknesses and makes sharing with clients impossible for those working in agencies. We also utilize freelance resources for some of our SEO and SEM tasks and need to be able to limit their access to certain Campaigns.

[Alexanders]

It is highly unprofessional that we can't find a way for clients to be able to manage their own campaign and not see our others, on our account.  Surely there is a way by now?