Create multiple sub-accounts to manage different departments at your company or to create dedicated separate accounts for your agency clients.

You need a main Automizy account which you will add your sub-accounts under.

Use Automizy sub-accounts to:

Let’s see how to create and manage subaccounts.

Click on your profile icon on the top of the right corner. Then click “Create new subaccount”.

Name your subaccount and click “Add”.

Once done, you’ll be automatically redirected to your “Client Manager” dashboard.

Through your Client Manager dashboard, you can:

You can distribute your contact limit on your subaccount. Here is how to do it.

Click on the pencil icon of the subaccount contact limit.

Enter the number of contacts you want to allocate and click “Save”.

You can rename your main account or subaccount through the Client Manager tab.

Click on the pencil icon next to the account name.

Rename your account and click “Save”.

Note: Only the main account has permission to

Once you created your subaccount, click on your profile icon on the top right corner, and you’ll have the list of your accounts.

Click the subaccount name to select which account you want to manage.

Subaccounts will not display:

Open the subaccount you want to invite a colleague/client to.

Open your Setting, and click “Invite Colleagues”.

Click “Invite user”.

Enter your Colleague/Client data and click “Invite user”.

The invited colleague/client will receive a confirmation email that he/she needs to accept to be able to access the account.

Once you confirm your information you’ll be redirected to the invited-to Automizy account.

Repeat the same process if you want to add more than just one subaccount.

You can merge your contacts into one account, you will have to export contacts first. Then you import contacts as CSV to the master account you want to use. Then you delete the 2 accounts you don't need anymore.

Your email campaigns and automation can't be moved to one master account, only contacts.