As an Ontraport user, you can grant and revoke Account Manager access to your account. Visit the Account Managemen 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 → Administration → User management → Account 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 → Administration → User management → Account managers.
2. Select the user you want to block from accessing your account.
3. Click Revoke access from the Actions menu.

4. 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 → Administration → User management → Account 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 → Managed 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 → Managed accounts.
2. Click New managed account → New account.
3. Select the data to add to your account. Choose from:
   • Blank
   • Template

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

5. 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 →  Existing 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 Account Access status “Pending.”
   • You'll also see direct links to the invitations to activate clients' accounts in the “Invitation Link” column. Copy this link, and paste it into an email to easily resend lost invitations.

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 → Managed 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 → Managed 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 → Back 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 → Administration → User management → Team 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 default roles include the permissions below.

• ✔ = 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