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.