If you are a ClickBank Vendor with multiple ClickBank Vendor accounts, it is a good idea to link them together. If you haven’t linked your accounts together yet, click HERE for some simple instructions to help you with the process. Linking multiple accounts together allows you to add additional users, or “Clerks”—as they are commonly known as in ClickBank lingo.
One of the primary reasons ClickBank Vendors create Clerks is to delegate customer service tasks to team members and employees without jeopardizing sensitive account information. Once you create a Clerk, you can tailor their account permissions to what best suits your vendor objectives. Click HERE to learn about managing Clerk permissions.
Here’s an easy step-by-step guide to creating a ClickBank Clerk.
How to Create a ClickBank Clerk
Step 1: Log in to your account.
Enter your email username and password to log in to your ClickBank account.
ClickTip: If you created a ClickBank Account on or after 10/29/19, you CANNOT use your Account Nickname to login to that account. Account Nicknames are no longer affiliated with a unique password. Instead, you MUST use your email address as your login credential.
Step 2: Navigate to the “User Management” page.
Locate the vertical navigation bar on the left side of the screen. Click the icon that looks like two people. Clicking this icon directs you to the “User Management” page.
Step 3: Navigate to the “Create a New User” page.
Locate and click the “Create New User” button. Clicking this button directs you to the “Create New User” page.
ClickTip: If you are adding a ClickBank Clerk that is an API-only user, they will not have access to any accounts, nor will they receive a confirmation email prompting them to set a password.
ClickTip: The Clerk’s username will be the email address used to add them in this step.
Step 4: Enter Clerk information.
Enter the corresponding information into the fields and click the “Save” button.
Step 5: Click the “Save” button.
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.
The “Permissions” page is where you determine what level of access the Clerk may have to various accounts. For more information on access and permissions levels, visit the “How do I manage Clerk permissions?" page.
Depending on the level of privileges you have authorized for the new Clerk, they will be able to log in and get started completing tasks.