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Master - Sub Accounts

Learn more about master and sub-accounts and what you can do with them in the Click2Mail Mailing Online UI.

  • Share User Credit with Sub Account

    Master accounts can share user credit with Sub Accounts. To begin, the Master Account should log into their Click2Mail account. Click My account, located in the upper right  hand corner on the UI and ...

  • What is a Master Account?

    If you have a Click2Mail master account, you can share documents and user credit with designated sub-accounts. Email support@click2mail.com to have your account designated a master account....

  • View Shared Documents from Master Account

    Available shared documents may be viewed by clicking Shared Documents button at top of My Documents. This loads a table called My Shared Documents. Shared documents will be visible in My Documents and...

  • View Shared Documents

    Click Documents to view your documents table. From your documents table, click Shared Document. If no one has shared a document with you or you are not enabled as a master or sub account, Shared Asset...

  • Share and Unshare Documents

    Master accounts can share and unshare documents with sub-accounts.  To begin, log in to your Click2Mail account. Access your account dashboard by clicking My Account, located in the upper right hand c...

  • Setting up a Master Account

    Please email support@click2mail.com to request master account enablement. Your Click2Mail account must be created before we can enable master account permissions. Once your account is designated as a ...

  • Remove sub-account

    To remove a sub-account, log in to Click2Mail and click My Account, located in the upper right hand corner of the website. This will take you to your Account Dashboard. Click Manage Sub-Accounts, loca...

  • Add sub-account

    Your account must be enabled as a master account before you can add sub-accounts. Email support@click2mail.com for information about being enabled as a master account. Sub-accounts must be created bef...