How to Assign the Proper Sub-Account User Role

OptinMonster makes it easy to create and assign Sub-Accounts to allow colleagues and clients to access your account.

In this article, you’ll learn more about sub-account user roles.

Before You Start

Here are some things to know before you begin:

Sub-Account User Roles

OptinMonster provides multiple user roles which control the abilities of each Sub-Account. Learn more about each user role available in the following sections.

Viewer

The Viewer Sub-Account user role is the most limited. Viewers can:

  • View, but not make changes to, campaigns only for assigned websites and folders.

Viewer Sub-Account User Role in OptinMonster

Viewer accounts are good for those who need to see the campaign, but not edit it, like clients.

Author

The Author Sub-Account user role provides mid-level access. Authors can:

  • View, create, edit, and duplicate campaigns they have created, but only for assigned websites and folders.
  • View campaigns, integrations, and analytics for assigned websites and folders.
  • (Optional) can be granted access to Monster Leads for any campaign that is assigned to the user.
  • Cannot publish or pause campaigns.

Author Sub-Account User Role in OptinMonster

Author accounts are best suited for those who will do creation and design work, but not make the final decisions, like a designer or an intern.

Manager

The Manager Sub-Account user role provides high-level access. Managers can:

  • View, create, edit, duplicate, delete, publish, and pause campaigns only for assigned websites and folders.
  • Create, edit, and delete integrations and folders they’ve created and can access and edit those they have been assigned (including analytics integrations).
  • (Optional) can be granted access to Monster Leads for any campaign that is assigned to the user.

Manager Sub-Account User Role in OptinMonster

Manager accounts are good for those making decisions about the settings, like a site manager or marketing lead.

Admin

The Admin Sub-Account user role provides the highest-level access. Admins have full access and permissions for everything, except suspending or canceling the OptinMonster account, and editing owner information.

Admin Sub-Account User Role in OptinMonster

Administrator accounts are best suited for someone actively involved with the content and its Sub-Account users, like a business or technology lead.

Troubleshooting

Can I get more Sub-Accounts?

Yes, you can upgrade your account to a higher subscription level by following our guide. If you are already subscribed to a Growth plan, please reach out to our support team to discuss options for increasing the number of Sub-Accounts in your plan.