This guide helps with the agencies set up of whitelabeling and client accounts, set user permissions and apply the whitelabel.
Client Management
Agencies can choose to manage their clients in two ways:
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2) Create Users and Assign User Permissions. You will first need to purchase additional administrators via your ecommerce platform. (go to Buy Online in your Reseller Panel.) Then, go to the Set Lists and Set Permissions tabs to assign the corresponding List(s) and tools you want each to have access to (or not have access to!)
3) Set up No Logo and Whitelabeling: You must purchase No Logo which will allow you to erase anything MailUp. If you didn't order this feature at the time of purchase, contact sales@mailup.com and we will set it up and bill your account accordingly.
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If you are not using the Reseller Platform, and purchased No Logo, we do not automatically remove the MailUp logo, you must do it yourself via Set up No Logo and Whitelabeling. |
One client per MailUp Account
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1) Set User Permissions: if you want to give access to your client to the account, you must purchase additional administrators. Then, Create Users and Assign User Permissions. Here, you can decide what the client has and does not have access to in the account.
2) If you requested the free trial within the Reseller Panel, you should have checked "Erase all things MailUp" which will remove all references to MailUp. If your account did not originate from the Reseller Panel, and you purchase No Logo, you must follow these directions to Set up No Logo and Whitelabeling. If you did not purchase No Logo upon ordering, contact sales@mailup.com and we will adjust your orderwhitelabeling. You must first purchase the No Logo feature for each account. Contact sales@mailup.com if you have not.