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Onboarding Optimizer: Creating Additional Users
Onboarding Optimizer: Creating Additional Users

ClickBank clients can add multiple users with customizable access to their primary account for various roles.

Updated over 2 months ago

Overview

ClickBank clients can create multiple users (aka clerks) who have customizable access to their primary (aka master) account. These users can be in charge of customer service, account management, or other parts of your e-commerce operations.
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This feature is only available for clients with a primary account.

Step 1: Log in to your primary ClickBank account.

Step 2: Click the Users tab on the vertical navigation menu.

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Step 3: Click Create New User.

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Step 4: Enter the clerk information into the fields. Click Save.

Step 5: Manage user permissions. Once you save the information, the Clerk will receive an email with a confirmation link to confirm their account and set their password. Saving the information also directs you to the Permissions page. This page is where the account owners determines what level of access the user may have to various segments of the account. Depending on the level of privileges you have authorized for the new user, they will be able to log in and get started completing tasks.

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