The person who owns an Ontraport account isn't always the one running it day to day. And some agencies and Certified Experts look after many clients at once. Account manager features cover both. Owners can give a manager secure access, and managers can create client accounts, request access to existing ones, and switch between them from one login. Let's start with the owner's side.
Go to Your account, then Administration, User management, and Account managers. You can give an agency or Certified Expert access here without using a user seat.
Click New account manager, enter their email address, choose a role, and click Invite account manager. The record shows Pending until they respond.
Ontraport emails the manager a link, and they can accept or reject the invitation.
There are four default roles. Admin can use almost everything except Security. Managers can't manage users, roles, the API or account management. Builders can build automations and messages, but can't delete or export contacts. Designers and Content Writers work on content like messages and pages, and can't see your contacts at all. Grant only what the manager needs, to keep your data secure.
To end access, select the manager, choose Revoke access from the Actions menu, and confirm. You don't need to change your password or contact them. Ontraport emails them for you. A revoked manager stays in the list, so you can grant access again later.
If you won't work with them again, choose Delete instead. That removes them from the list, and you'd have to re-invite them to restore access.
Now the manager's side. Agencies and Experts work from Your account, then Managed accounts. To set up a new client, click New managed account, then New account. Choose Blank to start from scratch, picking an account level and a Dynamic CMS plan. Or choose Template to start from an Ontraport template or one of your own.
Next, choose who pays. With My agency, you own the account and bill your client, and you enter the email to use as the login. With My client, the client owns and pays for the account, and their email becomes their login. Each option comes with its own partner terms, which are listed in the Support Center. Then click Create account in the top right.
Templates save you from rebuilding the same setup for every similar client. To make your own, request a sandbox account, set it up with the objects, fields and settings you want, then email Ontraport support and ask them to convert it to a template. It then shows up in the My template drop-down.
If your client already has an account, click New managed account, then Existing account. Enter their email, choose a role, and click Request access.
The request shows as Pending. If the email gets lost, copy the link from the Invitation Link column and resend it. The Account Status column also shows whether each account is on a free trial or paid and active.
Your client can grant or deny the request from their email, and you'll get an email once access is granted.
When a project ends, select the account in Managed accounts and click Delete, then confirm. It's removed from your list, and the owner gets an email.
To work in a client's account, hover over it in Managed accounts and click Log in. You don't need their password. When you're done, open Your account and choose Back to my account.
If you have a team, you decide which roles can work with managed accounts. Go to Administration, User management, then Team roles and permission management. Open a role and scroll to the Managed Accounts section. There you can set whether that role can view, add, update and log in to managed accounts.
So: owners invite managers and revoke access anytime, and managers create, request and switch between client accounts from one login. If you're looking for help, you can find a Certified Expert in the Ontraport Experts directory. Next up: where your data lives in Ontraport.