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Manage your partners and users
Last updated on: July 31, 2023

As an Ontraport user, you can grant and revoke Account Manager access to your account. Visit the account management page in your Personal Profile. Add the email address of your Account Manager to manage your account. Once accepted, they can log in to your account from within their account.

You don’t need to change your password if you ever decide to stop sharing access. You can revoke access without contacting your Account Managers directly.

Are you an Account Manager? You can request access to your clients’ accounts in the same way. Visit the Managed Accounts page in your Personal Profile. Add your client’s Ontraport email address. Once accepted, you can log in to your managed accounts with a single click.

Table of contents

Manage your Account Managers
Add a new Account Manager
Revoke access to your account
Delete an Account Manager
Manage client accounts
Create new client accounts
Generate account templates
Request access to a user’s account
Delete access to an account
Switch accounts
Log in to user accounts
Log out of user accounts
Manage permissions
Edit managed accounts role permissions
Account Manager default roles

Manage your Account Managers

As an Ontraport user, you can control the managers who have access to your account. And you can easily revoke their account access if something changes. Here’s how to get to the Account Managers subcollection in your account:

  • Go to Your accountAdministrationUser ManagementAccount Managers.

Add a new Account Manager

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You can grant account access to an Ontraport agency or Certified Expert without creating a user seat for them. When you add a new Account Manager to your account, that individual will be able to log in to your account from the Managed Client Accounts subcollection in their account. Here’s how to add a new Account Manager:

  1. Click New Account Manager.
  2. Add your manager’s email address and select a role.
  3. Click Invite Account Manager.
    • You’ll see a new record added to your subcollection with the status “Pending.”

Ontraport will email your Account Manager or Certified Expert. This email contains a link to your Account Manager’s Managed Accounts subcollection where they can log in to your account.

Your invited Account Manager can accept or reject the invitation.

Revoke access to your account

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If you no longer need an agency or an expert to manage your account, you can revoke access to your account with a single click. Here’s how to revoke access:

  1. Go to your accountAdministrationUser ManagementAccount Managers.
  2. Select the user you want to block from accessing your account.
  3. Click Revoke access from the Actions menu.

  1. Click Revoke Access to confirm from the pop-up.

Ontraport will email your previous Account Manager to inform them they no longer have access.

Delete an Account Manager

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If you’ve revoked access to one of your Account Managers and would like to remove them from your Account Manager’s subcollection, you can delete them.

The difference between revoking access and deleting your Account Managers is that deleting removes them from your Account Managers subcollection. If you want to reinstate your Account Manager’s access, you’ll need to re-invite them.

When you revoke access, your Account Manager remains visible in your subcollection, and you can select them and grant access again.

Here’s how:

  1. Go to your accountAdministrationUser ManagementAccount Managers.
  2. Select the user you want to remove from your subcollection.
  3. Click Delete from the actions menu.
    • Click Delete again on the pop-up confirmation.

Manage client accounts

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As an agency or Certified Expert who manages Ontraport user accounts, you have a subcollection in your account that allows you to access your managed accounts. Here’s how to navigate to your Managed Accounts subcollection:

  • Go to your accountManaged Accounts.

Create new client accounts

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You can create new accounts for your clients. Once it’s created, upload content and give yourself access. This option is ideal when you’re working with clients who aren’t tech-savvy or don’t have time to learn a new system.

Here’s how:

  1. Go to My accountManaged Accounts.
  2. Click New Managed AccountNew account.
  3. Select the data to add to your account. Choose from:
    • Blank
    • Template
BlankTemplate

This option allows you to create a new account from scratch.

  • Customize blank accounts by selecting an account level and Dynamic CMS plan.

Choose this option if you want to use a template to create the account.

  1. Choose if you want to use an Ontraport template or one of your own.
  2. Select the template you want to use from the dropdown.

Check out the “Generate account templates” section below to learn how to create your own.

  1. Choose who should pay for your account. Select either:
    • My agency
    • My client
My agencyMy client

Use this option to own this account and charge your clients for it.

  • Add the email address you want as your account login username.

With this option, you’ll receive a 25% discount on the subscription cost of your client’s account.

Select this option if you want your client to own the account and pay the subscription fee for it.

  • Add your client’s email address in the client’s email field.
    • This will be your client’s login email.

This option will give you a 25% commission for your client’s account.

  1. Click Create account in the top right corner.

Generate account templates

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Ontraport offers a variety of account templates, but if you need something more specific, you can create your own. Your account templates make it easy to offer your clients custom accounts without having to do the same work over and over.

Once you’ve created an account template, you can select it from the “My template” dropdown when you create new accounts for your clients.

  1. Request a sandbox account.
  2. Customize your sandbox with all the objects, settings and fields you want in your account template.
  3. Email support and ask the team to convert your sandbox to a template.

Request access to a user’s account

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Request account access from an Ontraport user so you can easily complete the requested work in their account. Here’s how:

  1. Click New Managed Account.
  2. Add your client’s email address in the “Add an account to manage” dialog.
  3. Select a role that fits your needs.
  4. Click Request Access.
    • You’ll see a new record added to your subcollection with the status “Pending.”

Ontraport will email the user you added above. This email allows your client to view and approve your request.

The Ontraport user can grant or deny your request to become an Account Manager from that email.

If your request is approved, you’ll receive an email letting you know that you now have access.

Delete access to an account

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If you want to cut ties with a client, you can unlink their account from yours with a single click. Deleting a manager will remove the account from your Managed Accounts subcollection. Here’s how:

  1. Go to your accountManaged Accounts.
  2. Select the account you want to disconnect.
  3. Click Delete. Deleting a manager will remove the account from your Managed Accounts subcollection.

  • Click Delete again to confirm your choice.

When you confirm, you’ll remove the account from your subcollection, and Ontraport will send an email notifying the owner of the account you removed.

Switch accounts

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It’s easy to log in and out of your clients’ accounts from your Managed Accounts subcollection in your account.

Log in to user accounts

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You can quickly switch between the accounts you manage from your Managed Accounts subcollection. This subcollection makes it easy to make updates without having to keep usernames and passwords to your clients’ accounts on hand. Here’s how to log in to your managed accounts:

  1. Go to your accountManaged Accounts.
  2. Hover over the account you want to access and click Log in.

Log out of user accounts

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When you log in to a client’s account, you can quickly log out to return to your Ontraport account. Logging out will take you back to your Managed Accounts subcollection so you can access another client account. Here’s how:

  • Go to my accountBack to my account.

Manage permissions

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When working with Account Managers, you must permit them to access the assets and features required to complete their work. You can select from the default roles Ontraport has created for you.

Edit managed accounts role permissions

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As an agency or Certified Expert, you can control which of your users can access your Managed Accounts subcollection and what permissions they have. Here’s how:

  1. Go to your accountAdministrationUser ManagementTeam roles and permission management.
  2. Click on the role you want to update.
  3. Scroll to the Managed Accounts subcollection. From there, you can update the following permissions:
    • Managed accounts
    • Add managed accounts
    • Update managed accounts
    • Log in to managed accounts.

Account Manager default roles

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Default roles allow you to select a role for your Account Managers with limited permissions. These permissions ensure that your Account Managers have access to only the features they need so you can keep your data secure.

  • = the role can use the feature
  • = the role cannot use the feature

Admin

Account management
Dashboard
Contacts
Task manager
Calendar
Tracking
Admin tools
Systems
Sites
Partners
Sales
Videos
Filebox
Security
Legacy and advanced features
Deals
Companies
Virtual events
Surveys
Custom objects

Managers

Account management
Dashboard
Contacts
Task manager
Calendar
Tracking
Admin tools – Limited*
Administrator tools
Manage lead scoring
Email ‘FROM’ address setup
Manage users
Manage roles
Lead routing
Manage user fields
Ontraport API manager
1ShoppingCart.com sync
UltraCart
Facebook integration
Email sync
ClickBank
Localization
Business information
Unsubscribe footer
Systems
Sites
Partners
Sales
Videos
Filebox
Security
Legacy and advanced
Deals
Companies
Virtual events
Surveys
Custom objects

Builders

Account management
Dashboard
Contacts – Limited*
Can view contacts
Can create/edit contacts
Can delete contacts
Can set tasks
Can manage tags
Can create/delete tags
Can export lists
Can import lists
Manage SmartForms
Can view contact owner
Can send postcards
Manage fields
Can merge contacts
Can use sequences
Create/copy sequences
Can manage sequences
Edit/delete sequences
Enable split tests for sequences
Can use automations
Create/copy automations
Can manage automations
Edit/delete automations
Can use messages
Create/copy messages
Edit/delete messages
Can send emails
Can broadcast emails
Can broadcast SMS messages
Can use rules
Fulfillment manager
Log transaction
View transaction log
Manage credit card
Notes
Create notes
Edit/delete notes
Task manager
Calendar
Tracking
Admin Tools – Limited*
Administrator tools
Manage lead scoring
Email ‘FROM’ address setup
Manage users
Manage roles
Lead routing
Manage user fields
Ontraport API manager
1ShoppingCart.com sync
UltraCart
Facebook integration
IMAP
ClickBank
Localization
Business information
Unsubscribe footer
Systems
Sites
Partners
Sales
Videos
Filebox
Security
Legacy and advanced
Deals
Companies
Virtual events
Surveys
Custom objects

Designers/Content Writers

Account management
Dashboard
Contacts – Limited*
Can view contacts

• Note – Designer/Content Writer roles will see an empty Contacts collection and cannot interact with it. They should not have access to view, create or update contacts.

Can create/edit contacts
Can delete contacts
Can set tasks
Can manage tags
Can create/delete tags
Can export lists
Can import lists
Manage SmartForms
Can view contact owner
Can send postcards
Manage fields
Can merge contacts
Can use sequences
Create/copy sequences
Can manage sequences
Edit/delete sequences
Enable split tests for sequences
Can use automations
Create/copy automations
Can manage automations
Edit/delete automations
Can use messages
Create/copy messages
Edit/delete messages
Can send emails
Can broadcast emails
Can broadcast SMS messages
Can use rules
Fulfillment manager
Log transaction
View transaction log
Manage credit card
Notes
Create notes
Edit/delete notes
Task manager
Calendar
Tracking
Admin tools
Systems
Sites
Partners
Sales
Videos
Filebox
Security
Legacy and advanced
Deals – Limited*
Can use messages
Create/copy messages
Edit/delete messages
Companies – Limited*
Can use messages
Create/copy messages
Edit/delete messages
Virtual events – Limited*
Can use messages
Edit/delete messages
Surveys – Limited*
Can use messages
Create/copy messages
Edit/delete messages
Custom Objects – Limited*
Can use messages
Create/copy messages
Edit/delete messages

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