Main account
The “Main Account” in Automizy has the ability to create and manage additional sub-accounts for your different departments, teams, or clients.
Using your Automizy main account you can:
Create unlimited sub-accounts.
Distribute the contact limit.
Rename sub-accounts.
Delete sub-account.
Invite team members.
Remove team members.
Upgrade/downgrade your plan.
And access plans and billing sections.
And as the main account, you have full control and access to all sub-accounts and their data.
Sub-account
The sub-accounts can be accessed from the profile icon on the top Right corner --> Accounts. This is only accessible from the main account.
When you invite a client or a team member to a sub-account, they CAN:
Import contacts.
Send campaign.
Integrate tools.
Set up automated campaigns.
Check reports.
Invite team members.
Access all features.
Yet, sub-account users CAN'T:
See the current plan.
Access plans and billing section.
Upgrade or downgrade plans.
Access the main account.
Create sub-accounts.
Access other sub-accounts.
Here is how to create sub-accounts for your different teams, departments, or clients.