Product Enhancement: Subaccounts
Introducing Subaccount Management!
We’re listening to you! We have yet another great feature to add, inspired by your feedback.
We’ve made some enhancements to our subuser management (now called “subaccounts”) based on your comments. The subaccount option is available to everyone – free accounts or paid – based on our philosophy.
The subaccount feature will come in handy to users who:
- want to separate their transactional and promotional emailing streams
- manage multiple clients
- have different business units
Master Accounts: This refers to the account from which all subaccounts originate.
Subaccounts: Different accounts created to support different emailing stream, business units or clients.
Highlights of subaccount features:
You will be able to:
- Create and manage multiple subaccounts (max 15)
- Temporarily disable or enable disabled subaccount
- Permanently delete subaccounts
- Monitor email reputation of subaccounts
- Master accounts can view analytics of all or individual subaccounts
- Centralize account billing
- Billing will be handled by the master account
- The master account can control the number of emails sent by its subaccounts
- Allocate email credits to subaccounts e.g. one-time credit, unlimited
- Control sending domains for subaccounts
- Share white-listed domain of master account. This allows subaccounts to start sending emails without domain verification and authentication processes. Additionally, it brings in another layer of security by giving the master account control to decide on what domains a subaccount should be using to send emails
- Master account can block or allow the subaccount from adding any new domain
Let’s deep dive into Subaccounts
Administrators within your business can create as many as 15 subaccounts. Creating a subaccount can be done via the Pepipost panel. When a subaccount is initially created, an API key unique to that subaccount will be created.
The master account user can filter analytics by a single subaccount within the Pepipost panel. This analytics window covers the following emailing activities:
These statistics can be viewed by master in Analytics>subaccount statistics.
Master account can manage following things of a subaccount
1. Mode of Credit Allocation
The master can choose a preferred manner of allocation email credits to its subaccount. The default option is One-time Credit and other being Unlimited.
a. One-time credit
The master account will be able to Add/Remove credits from the credits remaining in that particular subaccount by selecting one-time credit.
The master account can add credits on a recurring basis to create an automated addition of email credits. This can be turned on or off.
In this type of credit allocation, there will be no set upper limit, email credits will be directly deducted from the master account.
Note: A free master account will not have the option of unlimited credit type since there is maximum of 30K emails/month for the master account.
2. Manage Sending Domains
The master account can share its verified domain with its subaccount.
The master account grants permission to subaccount to add the domain of their own choice by checking the box “Allow subaccount to add their own sending domains”.
3. Disable subaccount(s)
Master account has the right to temporarily disable the subaccount. Once it’s disabled, the subaccount will not be able to carry out any activities.
4. Delete subaccount(s)
Master account can permanently delete subaccount(s)
The master account can view all the credit allocations by clicking on billing>subaccount log. The master account has a view of overall usage across subaccounts.
Switch to the Credit Activity Log screen to get an overview of credit allocations across subaccounts
What else in subaccount?
Subaccount analytics in master account:
You can view live statistics in all subaccounts. The view can be filtered based on subaccount(s).
Subaccounts have all the features of the master account, except billing. Billing is handled by the master account. However, subaccounts will be able to view credit allocations. A subaccount cannot create subaccounts.
The Subaccount can also view the credit allocation history to its account by clicking on Billing>Account Log
As said before, we love hearing from you guys. So, drop in your feature requests below and we’ll see if we can make them happen in the next sprint 🙂