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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.

  • What is a Master Account?

    If you have a Click2Mail master account, you can share documents 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...