Restricting Access

You may wish to limit usage and restrict access to specific features so you can upsell your clients. You can do this a few different ways.

Sending Limits

Your account's request limit is shared across all of your projects, and thus all of your clients. You can throttle the requests on a project basis by going into each project's strategy and updating the daily and monthly request limits (for both email and SMS). This will allow you to divide up your requests evenly across all of your clients. If a limit is reached, we will wait until the following day or month to continue sending review requests. You may also edit these limits in Agency > Projects, and clicking on Actions > Manage Limits.

Project Limits

In addition to sending limits, you can put restrictions on the following project-level features. You may edit these limits in Agency > Projects, and clicking on Actions > Manage Limits.

• Customers - The number of customers a client may add to their project.

• Locations - The number of locations a client may add to their project.

• Tags - The number of tags a client may add to their project, to be used to tag reviews.

• Links - The number of links to 3rd party review sites each review page may have.

If left blank, each project limit will fall back to our system settings:

• Customers - 1,000,000

• Locations - 1,000

• Tags - 100

• Links - 20

If you enter a limit above our system settings, it will return an error. If you need any of these limits raised, just reach out to support.

Section Access

When inviting a client to a project, you have the option to choose which sections they will have access to in the sidebar of their console. If you would like to charge more for the Widgets section or not offer at all, you may toggle it off, for example.

Suspending Projects

At any time, you can suspend a project by clicking Actions > Suspend in the projects list. The only reason to ever do this is if your client has not paid or they are no longer a client, and you still want to access the project.

Suspending a project will stop any review requests from going out and prevent any updates to it. That means no reviews or customers can be added, along with any other resource, like locations, sources, tags, etc. Additionally, it will stop any 3rd party integration from syncing with the platform.

You can unsuspend a project at any time by clicking Actions > Unsuspend in the projects list.