What Types of Accounts Can I Have in SPP?

The main distinction is between Team accounts and Client accounts. Team accounts can have access to orders, clients and other resources, depending on their role. Client accounts get access to your Client Portal.

Client accounts can have these statuses:

• Contact – when a person submits a contact form, or sends an email to your support address we create a “contact” in the system. Contact accounts are created without a password – if a contact tries to sign into your portal we’ll email them a magic one-time login link.
• Lead – when a potential client signs up to your portal or initiates checkout, their account will have the Lead status. This means they have access to your portal but have not purchased any services yet.
• Client – these are users who’ve purchased something from you. If a “contact” initiates checkout they become “lead”. If they complete checkout for a paid service they automatically become a “client”.
• Client team – anyone added as a team member by your client will have this status. It’ll help you keep your clients separate from your client’s team members.

Custom account types

While we don’t support other account types than contact/lead/client, you can use the CRM fields feature to add an “Account type” dropdown to client profiles, or for your internal reference. These fields can also be used in email and template variables.