ClickBank users have the option of adding additional users, also known as "Clerks" in ClickBank lingo. Clerks are oftentimes added to ClickBank accounts to manage tickets, provide customer support, and complete general account maintenance.
ClickBank Clerks can be added to accounts that are solo accounts, and they can be added to linked Master Accounts. For more information on how to add a Clerk to your account, CLICK HERE.
ClickTip: If you have multiple ClickBank accounts and you haven’t linked them together yet, check out this instructional article and follow the steps to link your accounts.
Depending on the scope of your work and your business objectives, your Clerks may have different responsibilities for different accounts. To manage the level of permissions your Clerk is allowed, follow the steps below.
How to Manage ClickBank Clerk Permissions
Here's the step-by-step process on how to adjust account permissions for Clerks affiliated with your ClickBank account:
Step 1: Log in to your account.
Log in to your ClickBank account using your email username or account nickname and password.
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.
Once you are directed to the dashboard, locate the vertical navigation bar on the left side of the screen. Click on the icon that looks like two people. Clicking this icon directs you to the “User Management” page.
Step 3: Locate the Clerk and click the “Manage Permissions” link.
The “User Management” page displays a list of Clerks under the heading “Username.” Locate the Clerk that you want to manage permissions for. In the far-right column, there is a “Manage Permissions” link adjacent to the particular Clerk. When you click this link, you will be directed to the “Permissions” page.
Step 4: Select the appropriate level of access and permissions for the Clerk.
There are several different levels of access and permissions for Clerks. It’s important to match the permissions granted to the roles and responsibilities for each clerk.
Typically, Clerks are allowed to view and manage tickets. However, some ClickBank users prefer that their Clerks are only allowed to view admin reports. Each case is different and oftentimes Clerk responsibilities change, so we've made updating their permissions easy. Once you've updated the Clerk permissions, click the "Save" button at the bottom of the screen.
ClickTip: Once you log out of your account, and then log back in, the Clerk permissions will be updated. Below, find more information about what permissions you can grant and deny your ClickBank Clerks.
The first permission decision you make for the Clerk you have selected is whether they will be "User Enabled," able to "Manage Users," or have "Report Access." You can check one, two, or all three of these boxes.
- User Enabled: Checking the “User Enabled” box allows Clerks the ability to log in the the account and access the general interface and the ClickBank APIs. In order to allow Clerks to manage tickets, orders, subscriptions, or to be granted API access, you must check this box.
- Manager Users: Checking the “Manager Users” box allows Clerks to add and/or disable other Clerks. It also allows a Clerk to manage the permissions of enabled Clerks.
ClickTip: Checking this box does not allow a Clerk to manage their own permissions.
- Reports Access: Checking the "Report Access" box allows Clerks to view various administration reports that may contain sensitive information.
API Key & OAuth 2 Token
If you wish to allow your Clerks access to the third party integration APIs or to the API version 2.0, you are required to regenerate an API Key (for third party integration) or an OAuth 2 Token (for the API version 2.0). These codes must be regenerated and then updated in your backend platform every time you update Clerk permissions.
ClickTip: API stands for Application Programming Interface. APIs are used by developers to build third party applications and integrations for ClickBank Vendors and Affiliates.
In order to access ClickBank’s various APIs, developers must obtain the necessary keys and authorization codes to do so through the “Permissions” page. If you are providing a third-party application or integration with the API keys and authorization, you can do so through this page as well.
This stuff can get pretty technical, so we advise consulting with a someone who has a bit of knowhow. If you want to learn more about ClickBank’s APIs or provide more information to your assistance, click here for a bounty of API-related info.
If you are encountering issues with a third-party app or integration, keep in mind that it is likely not affiliated with ClickBank. If you require assistance, please contact the developer directly.
User Enabled Permissions
The section of the "Permissions" page following the API codes is the User Enabled Permissions table. In order to check, or uncheck, and of the Clerk permissions on this page, you must first check the box "User Enabled" at the top of the screen.
- Manage Tickets: By checking the "Manage Tickets" boxes, you allow the Clerk to edit and close existing tickets on transactions affiliated with the Account Nicknames listed on the left side of the table.
- Manage Orders: By checking the "Manage Orders" boxes, you allow the Clerk to search all orders in the account affiliated with the Account Nickname listed on the left side of the table. The Clerk will also be able to create, edit, or close tickets.
- Subscription Management: By checking the "Subscription Management" boxes, the Clerk can manage customer subscriptions in each of the accounts listed by Account Nickname on the left side of the table.
- Orders/Tickets API Read: By checking the "Orders/Ticket API Read" boxes, the Clerk will have read-only access to transactions via the API system for the chosen accounts listed on the left side of the table by their Account Nickname.
- Orders/Tickets API Read/Write: Checking the "Orders/Tickets API Write" boxes will allow the Clerk to create, edit, and close tickets on transactions via the API system for the selected accounts.
Third Party Integration
The third party integration APIs are accessed by the API Key provided at the top of the "Permissions" page. Each time you edit third party integration API privileges for a Clerk, you will be required to update the newly regenerated API Key in your back end operations.
There are three types of API permissions affiliated with every connected account: Analytics API, Products API, and Instant Notification API. The type of third party integration purposes will indicate what kind of API permissions your Clerk will require.
API version 2.0
The API version 2.0 APIs are accessed by the OAuth2 Token provided at the top of the "Permissions" page. The API version 2.0 offers different functions and calls than the third party integration API. You can find out more about these APIs on the API information page located in the ClickBank Knowledge Base.
There are two level of API permissions for the API version 2.0. They are "Orders/Tickets API Read," and "Orders/Tickets API Read/Write." The "Read" only option allows for Clerks to search the API. The "Read/Write" version allows for searching and editing through the API.