How to create and manage sub-accounts for an agency on systeme.io
In this article, you will learn how agencies and digital service providers can create and manage client accounts using systeme.io.
What is a sub-account managed by an agency on systeme.io?
In systeme.io, a sub-account is a client account created and managed by an agency or a digital marketing professional from the agency's main account. Agencies have full control over the client accounts they create, and can also give the client access to manage their account as needed.
Benefits of sub-accounts for agencies:
- Centralized management: Agencies can manage all clients from a single account, streamlining your workflow.
- Seamless collaboration: Agencies can more easily access client accounts from their account and collaborate directly with clients on ongoing projects, promoting transparent and effective communication.
- Performance tracking: Agencies can track the performance of each client individually, allowing them to adjust their strategy based on the results.
How to Create a Sub-Account for a client on systeme.io
To create sub-accounts for an agency on systeme.io:
1. Create a main account for the agency: Create and log in to your main systeme.io account using your credentials.
2. Create a new email address for your client: Create a new email address for your client's account, a simple free email address (like Gmail or Outlook), or another is sufficient.
3. Create a systeme.io account with your client's email address: sign up for a paid plan or start a free trial using your client's email address. To learn more about systeme.io plans, click here.
Note: If you subscribe using your own payment method, you can update the card details later. Simply contact support to receive a secure link that allows your client to enter their own payment information for renewals."
4. Assign Roles: add your main email address as an administrator to access your client's sub-account and manage it from the workspace. To learn more about this process, click here.
5. Configure Settings: Once the sub-account is created, configure the settings according to the specific needs of the client or project associated with this sub-account. This may include customizing landing pages, setting up automations, creating sales funnels, etc.
By following these steps, agencies can provide customized services to each client while keeping their own organization efficient and centralized.