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Creating a New Client Account

This article describes the process of adding a new Client account in your Inbox Monster account.

Matt McFee avatar
Written by Matt McFee
Updated over 8 months ago

Creating a New Account in Settings

If you are the Administrator of your Inbox Monster account, you can provision new Client accounts and invite teammates. To provision a new Client account, please log into Inbox Monster and follow these steps:

1) Click on your Account Name drop-down in the upper right and click Create New Client.

2) Enter the name of your new Client account and click Create.

Congratulations! You created a new Inbox Monster account. Next, you can optionally invite people to join your new account. If you don't need to add team members to this account, skip this step and start adding Domains and IPs: https://intercom.help/inbox-monster/en/articles/5735739-adding-domains-and-ips


To add team members:

1) Click the account drop-down in the upper right and select the appropriate account.

2) Click the Gear icon in the upper right and click Access Settings.

3) Scroll down to the section titled Add Client Member. Enter the email address of the team member you'd like to add to this Client account. You must also assign a Role to the team member you're inviting:

User Role: A User can view all reporting, run campaign placement reports, and use the email rendering tools. Users will only have access to the Client account(s) you have invited them to join.

User Permissions: If you are setting up a User role, you can provide limited access to certain sections based on the User's needs. Simply turn off the sections the User does not need to see prior to sending an invitation for the User to join the team.

Administrator Role: In addition to having full User access, an Administrator can:

1) Create new Client accounts

2) Add Domains and link IPs

3) Invite new members, manage roles, and delete existing team members

4) Create Monster Assessments

4) After entering the email of your team member and assigning them a Role, click Add. An invitation to join your Client account will be sent to your team member. Repeat this process until your team is fully formed.

Now that you have a team, any Administrator on this account can add Domains and link IP Addresses.

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