Skip to main content
All CollectionsAccount Set UpAccount Set Up
Onboarding Optimizer: Managing User Permissions
Onboarding Optimizer: Managing User Permissions

ClickBank account owners can manage user permissions by assigning specific access levels to additional users.

Updated over 2 months ago

Overview

ClickBank Clients have the option of adding additional users and managing their permissions. These users are oftentimes added to ClickBank accounts to manage tickets, provide customer support, and complete general account maintenance.

How to Manage ClickBank Users Permissions

Step 2: Click Users.
​

users-1.jpg

Step 3: Find the user that you want to manage permissions for. Click Manage Permissions.

users-2.jpg

Step 4: Select the appropriate level of access and permission for the user. There are several permission types per user that can be updated on this page.

​NOTE: User permissions will be updated when you log out and then log back in of your primary ClickBank account.

users-3.jpg

User Enabled: Uncheck User Enabled to deny this particular user access to this primary account. If this box is checked, the user has access.

Manage Users: Check Manage Users to allow this user to add, edit, or remove other users.

​NOTE: Checking this box does not allow a user to manage their own permissions.

User Activity Report Access: Check User Activity Report Access to allow this user to view admin report. Checking this box does not allow the user to view the Sales Report. To allow the user to view the Sales Report, check Sales Report Access box in the table.

users-5.jpg

Nickname Account Access: Check these boxes to indicate which nickname accounts associated with this primary account that the user can have full access to.

Manage Tickets: Check these boxes to indicate which nickname accounts associated with this primary ClickBank account that the user can edit and close transaction tickets for. NOTE: This permission does not grant the user full access to the nickname account--it only allows the user access to the tickets for the specific account nickname.

Manage Orders: Check these boxes to indicate which nickname accounts associated with this primary account that the user can manager orders for. This permission allows the user to search order, edit, and close transaction tickets.

Subscription Management: Check these boxes to indicate which nickname accounts associated with this primary account that the user can manage subscriptions for. This permission allows the user to update, edit, and cancel subscriptions.

Sales Report Access: Check these boxes to indicate which sales reports related to the nickname accounts the user can have access to.

Step 5: Click Save.

Did this answer your question?