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How do I create a sub-account?

Moosend is suited for all types of email marketing structures. Whether you're a small business owner, a software house, or one of the world's leading marketing agencies, you can optimize the platform to your exact needs.

A good example of this is taking advantage of our sub-account feature to customize how your clients interact with our platform. Marketing agencies can add numerous clients and handle disparate email campaigns under one master account - switching between the different sub-accounts is easy!

Let's see how you can quickly set up a sub-account for one of your clients:


Α. Adding a new client

1. Click on the arrow, located on the top right corner of your Dashboard page. 
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2. Click on the Add New Client button that appears. 
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3. Fill-in the name of the client you represent, their company name and the email address which will be visible as sender for their campaigns. 
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4. Tick the Give account access to client? box to give your client access to their sub-account.
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Checking the box instantly opens two additional fields and two check-boxes.

5. Fill-in a Username and a Password which you'll be providing to your customer to grant them access. How_do_I_create_a_sub-account_A5.png

6. Tick the Hide Moosend Support chat if you want to prevent your client from having access to the platform's chat Support. 
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7. Tick the Hide Automations if you want to prevent your client from having to the Automations menu.How_do_I_create_a_sub-account_A7.png

 

8. Tick the Hide Integrations if you want to prevent your client from having to the Integrations menu.
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8. Click on the Save & Add Client button to complete the process. How_do_I_create_a_sub-account_A9.png



B. Switching between clients

1. Click on the arrow, located on the top right corner of your Control Panel page. 
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2. Click on the name of the client whose sub-account you want to access. How_do_I_create_a_sub-account_B2.png

3. You will be transferred to the Dashboard of the client's sub-account. How_do_I_create_a_sub-account_B3.png

Notice how the interface is exactly as if you were inside your own master account. Only a banner, located at the top of the screen, will act as a reminder of which company's sub-account you're currently working in.

The first time you're accessing a new sub-account you'll be prompted to go through the typical processes at your leisure:

Keep in mind that if you have granted your client access to their sub-account, they will also be able to see the results of their campaigns.