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.

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