Master Accounts: Linking Multiple ClickBank Accounts

Master Account is a feature of ClickBank's account management system intended for users with multiple ClickBank accounts, or users who wish to give clerk users the ability to perform customer service tasks without having access to sensitive account information.

The following subjects are covered in this article:

Overview

Creating a Master Account lets you:

  • Access multiple accounts via one login.
  • Review and manage tickets from multiple accounts.
  • Create clerk users to manage customer service tasks without access or visibility to sensitive account information.
  • Control which accounts each individual clerk can see.
  • Review clerk refund and technical support activity reports.
  • View a multi-account sale summary.

When you log into a master account, you see a row of tabs across the top of the page, which allow you to view information and data about your accounts, tie more accounts to your Master Account, and create clerk user logins with limited permissions to perform certain functions across your accounts. If you are a clerk user, you see the tabs associated with the roles that you have been granted.

Setting Up a Master Account

Creating a Master Account to manage your existing ClickBank accounts is a slightly different process than creating a normal ClickBank account, as it includes extra layers of security to protect your existing accounts.

  1. Go to https://accounts.clickbank.com/master.
  2. Click Sign Up.
  3. Enter your email address and name, then choose two security questions. Provide answers and hints that will help you remember the answers to those questions, but that others can't guess.
  4. Create a PIN of 4 to 6 digits that you'll remember easily.
  5. Enter the nickname and password for one of your existing ClickBank accounts.
  6. (Optional) Select the notifications checkbox to receive email notifications from ClickBank about new features, events, and other items of interest.
  7. Click Sign Up.
  8. A confirmation email with the subject "ClickBank Master Account Confirmation" is sent to the specified email address. Click the activation link in the email.
  9. Create a password for your Master Account.
    For security purposes, your password must contain the following:
    • 2 uppercase characters
    • 2 lowercase characters
    • 2 special characters (examples: !@#$%^&*)
    • 2 numeric characters
    A status box in the right side of the page indicates which requirements have been met.
  10. Click Save.

You can now log in to your Master Account using your email address and the password you just created.

Adding Additional Accounts

Once you have created a Master Account, you can add additional accounts to it. These additional accounts are then accessible through the Master Account and have their data included in the dashboard view.

To add an additional account:

  1. Log in to your Master Account.
  2. Click Accounts.
  3. Click the Add ClickBank Account button on the right side of the page.
  4. Enter the nickname and password of the new account.
  5. Click Link Account.
  6. A confirmation email is sent to the email address listed for the new account. Click the confirmation link in the email.

The account with the nickname you provided is linked to your Master Account.

Editing Your Account Settings

Once you have created a Master Account, you can edit your account settings, including email, password, and language.

To edit your account settings:

  1. Log in to your Master Account.
  2. Click Edit Account.
    The Manager Profile page is displayed.
  3. Edit one or more of the account settings:
    • Email/Username – To change this property, click Change Email Address and answer your security questions.
    • Default Language – The language to use in the Master Account user interface.
    • Description – A description of your Master Account.
    • First Name – The first name of the Master Account owner.
    • Last Name – The last name of the Master Account owner.
    • Password – The password for the Master Account owner. Enter the new password into the Password and Confirm Password fields to update it.
      For security purposes, your password must contain the following:
      • 2 uppercase characters
      • 2 lowercase characters
      • 2 special characters (examples: !@#$%^&*)
      • 2 numeric characters
    • Notifications – Check the "Yes, I want to receive important notifications from ClickBank regarding new features, events, and more" checkbox to receive notifications from ClickBank, or deselect it to stop notifications.
  4. Click Save.

Using the Dashboard

The dashboard tab displays sales statistics for each of your accounts, along with aggregated data. This tab is displayed only for the root user.

The bar graph on this page displays colored bars illustrating all of your sales data across your accounts, with each account having a different color.

Managing Tickets

The Tickets tab lets you manage customer support tickets across all of your accounts. This tab is displayed for users with the Manage Tickets role, as well as for the root user.

Customer support tickets for any of your products and accounts are shown on this page, and can be filtered in many different ways to give you more information about the tickets you've received. You can also provide support or refunds directly through this interface.

The Ticket Type dropdown menu allows you to view Tech Support requests, Refund requests, or Cancelation requests (for recurring billing products). Product Type allows you to view tickets for standard sales, recurring billing sales, or both. Ticket Status allows you to view Open, Re-Opened, both Open and Re-Opened, or Closed tickets.

The fields to the right let you search for specific tickets, using criteria such as customer email, ticket number, or receipt number.

Depending on the selected ticket category, appropriate actions are displayed in the actions dropdown and in the tickets chart, such as viewing order details, changing customer email addresses, generating a PDF of purchase receipts for printing, emailing purchase details or receipts, and more.

For more information about managing tickets, read about the Customer Support Ticket System.

Managing Transactions

The Transactions tab lets you look up specific sales transactions by a number of different criteria. From the list of transactions, you can then perform actions such as viewing, printing, and emailing sales receipts, creating a customer support ticket for a particular sale, and more. This tab is displayed for users with the Manage Orders role, as well as for the root user.

Using Reporting

The Reporting tab lets you view a variety of reports about the support tickets you've received, the activities of your clerk users, and the physical product orders for which you can generate shipping notifications. This tab is displayed for users with the Report Access role, as well as for the root user.

To generate a report, click the Reporting tab, then click a report on the left side of the UI. Some reports automatically display a graph and chart of the relevant data when selected, while others require you to select a clerk before the graph and chart are displayed.

Available reports include:

  • Ticket Analytics > Ticket Creation – This report shows the number of tickets created by date, and the number of tickets that were created each day for each type (Refund, Cancel, or Tech Support). This report is run across all of your accounts by default, but can also be run for a specified account.
  • Ticket Analytics > Ticket Modification – This report shows ticket modifications by date, such as when tickets were changed from Tech Support to Refund, changed from Refund to Support, or re-opened. This report is run across all of your accounts by default, but can also be run for a specified account.
  • Clerks Analytics > Tickets Closed – This report shows customer support tickets that were closed. This report is run for all clerks by default, but can also be run for a specified clerk or for a specified date range.
  • Clerks Analytics > Tickets Opened – This report shows customer support tickets that were opened. This report is run for all clerks by default, but can also be run for a specified clerk or for a specified date range.
  • Clerks Analytics > Tickets by Type – This report shows the kinds of tickets that a specified clerk has worked on over a particular time period.
  • Clerks Analytics > Ticket Modification – This report shows the changes that a specified clerk has made to customer support tickets over a particular time period, such as changing a Tech Support request to a Refund or re-opening a support ticket.
  • Clerks Analytics > Comments – This report shows the comments that a specified clerk has made regarding support tickets.
  • Shipping Analytics > Shipping Report – This report shows the physical product orders for which you can generate shipping notifications.

Managing Accounts

The Accounts tab shows the accounts that are linked to your Master Account. This tab is displayed only for the root user.

From this screen, you can access any of your accounts in a new tab by clicking Access Account. You can have multiple account windows open simultaneously.

You can click Change Accounts Address to change the address of one or more of your accounts. Select one or more accounts, enter the new address, and click Update Accounts.

You can add additional accounts to your Master Account from this tab. See Adding Additional Accounts for this procedure.

You can also remove existing accounts from your Master Account. Click the Remove icon to the right of the account, then click OK to confirm the removal.

Managing Users

The Users tab lets you create and manage clerk users. These are credentials for people who you wish to have access to some functionality within your account, such as managing customer support tickets, without allowing them access to sensitive financial or account data. This tab is displayed for users with the Manage Users role, as well as for the root user.

You can grant permissions to any user that let them view some of the tabs in a master account and take some actions. However, the Dashboard and Accounts tabs are only visible to the user who created the Master Account.

The main user screen shows the existing users, including their usernames, real names, and enabled/disabled status. For example:

This image shows the Users tab of a Master Account. A table shows the existing users, including Username, description, name, date of creation, confirmation status, enabled status, management options, and deletion options. There is a Create New User button.

Creating a New User

You can create a clerk user and grant them permissions within your Master Account.

  1. Log in to your Master Account.
  2. Click the Users tab.
  3. Click Create New User.
  4. Enter the user details.
    • To create an API-only user, who can use the ClickBank APIs but not the Master Account interface, check the API-only user box, and enter a default language and description.
    • To create a standard user, enter an email, default language, description, first name, and last name.
    For example:
    This image shows the first user creation page. There is a checkbox to indicate whether the user is an API-only user, which is unchecked by default. There are fields for Email/Username, Default language, Description, First Name, and Last Name. The buttons at the bottom are Save and Cancel.
  5. Click Save.
    The user is sent an email with a confirmation link. The user can click this link and create their own password. This does not apply to API-only users.
  6. Select one or more permissions to grant the user:
    • User Enabled – Makes the user active, allowing them to log in. This is selected by default.
    • Manage Users – Lets the user view the Users tab and add and modify other users. This is not available for API-only users.
    • Report Access – Lets the user view the Reports tab and view reports.
    • Manage Tickets – Lets the user view the Tickets tab and view and modify tickets for the specified account. This is not available for API-only users.
    • Manage Orders – Lets the user view the Transactions tab and modify orders for the specified account. This is not available for API-only users.
    • Subscription Management – Lets the user manage and modify customer subscriptions. This role requires the Manage Tickets and Manage Orders roles.
    • Orders/Tickets API Read – Lets the user view orders and tickets through the ClickBank APIs for the specified account. This option cannot be deselected for API-only users or if the user has the Orders/Tickets API Read/Write permission.
    • Orders/Tickets API Read/Write – Lets the user view and modify orders and tickets through the ClickBank APIs for the specified account. Users with this permission are automatically assigned the Orders/Tickets API Read permission.
    • Analytics API – Lets the user access analytics options through the ClickBank APIs for the specified account.
    • Products API – Lets the user access product options through the ClickBank APIs for the specified account.
    For example:
    This image shows the roles that can be assigned to the user, as described in the list above. A checkbox indicates whether each role is assigned to the user. In addition, the user's API Key is displayed, with a Regenerate button to regenerate the API key. The buttons at the bottom are Save and Cancel.
  7. Click Save.

Updating Users

Once a user is created, you'll be able to manage that user's permissions, reset their password, temporarily disable their access to your account, or delete their account.

To set or change a user's permissions, click Manage Permissions. You can add or remove any of the permissions available at user creation, or uncheck the User Enabled box to disable the user.

Each user is also assigned a unique API key that can be used to access ClickBank's API. You can view this API key by clicking Manage Permissions.

Once you are finished setting permissions, click Save. The user's new permissions are applied.

From the User Management screen, you can also reset users' passwords by clicking Reset Password, or delete them by clicking the Delete icon.

Using My Items

The My Items tab is displayed for all users if there are one or more open or re-opened tickets. You can select a user (you are selected by default), and a table displays the tickets for that user by category.

Other Resources

Clerk users who are managing tickets and processing refund requests through a Master Account are subject to the same limitations described in the Refunds & Chargebacks and Customer Support Ticket System articles.

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