Please note, the Master Account program is currently a pilot program and is only available to a small number of clients.

We will post announcements about the future availability of Master Accounts in the News section of the Account Home page. Check the News section of your account often for updates on all of our upcoming features!

What is a Master Account?

Master Account is an enhancement to ClickBank’s account management system intended for clients with multiple ClickBank accounts, or clients who wish to give clerk users the ability to perform customer service tasks without having access to sensitive account information. Creating a Master Account allows you to:

  • Access multiple accounts via one login
  • Review and manage tickets from multiple accounts
  • Create clerk users to manage customer service tasks without access or visibility to sensitive account information
  • Control which accounts each individual clerk can see
  • Review clerk refund and technical support activity reports
  • View a multi-account sale summary

Setting Up a Master Account

Creating a Master Account to manage your existing ClickBank accounts is a slightly different process than creating a normal ClickBank account, as it includes extra layers of security to protect your existing accounts.

First, you’ll need to enter your email address and name, then choose two security questions. Provide answers and hints that will help you remember the answers to those questions, but that others can’t guess.

Next, create a PIN of 4 to 6 digits that you’ll remember easily.

Finally, you’ll need to enter login information for one of your existing ClickBank accounts. Enter your account’s nickname and password, and then click Sign Up.

You’ll receive an email confirmation to the email address you used to sign up for the Master Account. The subject line will read ClickBank Master Account Confirmation. Click the activation link in the email. The link will take you to a page where you can create a password for your Master Account.

For security purposes, your password must contain the following:

  • 2 uppercase characters
  • 2 lowercase characters
  • 2 special characters (examples: !@#$%^&*)
  • 2 numeric characters

A status box on the right side of the page will update as you enter your password to show that you’ve met the requirements, and the Save button will not become available to click until your password meets the requirements.

You can now log in to your Master Account using your email address and the password you just created.

Using Your Master Account

Once you log in, you’ll be taken to your Master Account dashboard.

As you tie more of your ClickBank accounts to your Master Account, you’ll see sales statistics for each of your accounts, along with aggregated sales data, on this page.

The bar graph on this page will show colored bars illustrating all of your sales data across your accounts, with each of your accounts having a different color.

You’ll see a row of tabs across the top of the page, which allow you to view information and data about your accounts, tie more accounts to your Master Account, and create clerk user logins with limited permissions to perform certain functions across your accounts.

Accounts

You may want to begin by adding any additional ClickBank accounts you have to your Master Account. Just click the “Add ClickBank Account” button on the right side of the page.

You’ll be asked to enter the Nickname and Password associated with the account. Once you’ve entered the information and clicked Link Account, you’ll receive an email (sent to the Account Email address listed in your ClickBank account). Just click the confirmation link in the email, and the account with the nickname you provided will link to your Master Account.

From this screen, you can access any of your accounts individually, without having to log in to each account. You can also have multiple account windows open simultaneously.

To remove any ClickBank accounts from your Master Account, just click the Remove icon to the left of the account listing.

Tickets

This tab allows ClickBank vendors to manage customer support tickets across all of their accounts.

Customer support tickets for any of your products and accounts are shown on this page, and can be filtered in many different ways to give you more information about the tickets you’ve received, as well as allowing you to provide support or refunds directly through this interface.

The Ticket Type dropdown menu allows you to view Tech Support requests, Refund requests, or Cancelation requests (for recurring billing products). Product Type allows you to view tickets for standard sales, recurring billing sales, or both. Ticket Status allows you to view Open, Re-Opened, or Closed tickets.

The fields to the right allow you to search for specific tickets, using criteria such as customer email, ticket #, or receipt #.

From your list of existing tickets, you can perform a variety of useful functions, such as viewing order details, changing customer email addresses if necessary, generating a PDF of purchase receipts for printing, emailing purchase details or receipts, and more.

For more information about managing tickets, read about the Customer Support Ticket System in the ClickBank Help Center.

Transactions

The Transactions screen is similar to the Tickets screen, except that it enables you to look up specific sales transactions by a number of different criteria. From the list of transactions, you can then perform actions such as viewing, printing, and emailing sales receipts, creating a customer support ticket for a particular sale, and more.

Reporting

The Reporting tab allows you to view a variety of reports regarding customer support tickets you’ve received, as well as reports detailing the activities of any clerk users you may have.

Available reports include:

  • Ticket Creation – View the number of tickets created across all of your accounts by date, and view the types of tickets that were created each day (Refund, Cancel, or Tech Support). You can also view this data by individual account.
  • Ticket Modification – View ticket modifications by date, such as when tickets were changed from Tech Support to Refund, Refund to Support, if a ticket was re-opened, and more. You can also view this data by individual account.
  • Clerk Closed Tickets – This report allows you to see customer support tickets that were closed, either by all of your clerks, or by an individual clerk.
  • Clerk Opened Tickets – This report allows you to see when any of your clerks open or create a customer support ticket.
  • Clerk Tickets by Type – This report allows you to view the kinds of tickets individual clerks have worked on over a particular time period.
  • Clerk Ticket Modification – This report allows you to view changes that a particular clerk has made to customer support tickets over a particular time period, such as changing a Tech Support request to a Refund, re-opening a support ticket, and more.
  • Clerk Comments – This report lets you view comments your clerks have made regarding support tickets.

Users

The Users tab is a powerful new management tool that allows you to create “clerk users.” These are logins for people who you wish to have access to some functionality within your account, such as managing customer support tickets, without allowing them access to sensitive financial or account data.

Creating a New User

To create a new user within your account, click Create New User on the right side of the page.

If you would like this user to only have access to the ClickBank system via our API, check the box near the top. These users will not be able to log into the system via the Master Account interface.

Enter their email address, followed by a description (such as their anticipated role), their first name, and their last name. Then click Save.

The user will be sent an email with a confirmation link, and will then be allowed to create his or her own password. This does not apply to API-only users.

Managing Users

Once a user is created, you’ll be able to manage that user’s permissions, reset their password, temporarily disable their access to your account, or delete their account.

To set or change a user’s permissions, click Manage Permissions.

To disable a user’s access to your account, uncheck the User Enabled box and click Save.

If you wish for a user to be able to manage other users (such as a customer service manager who can assign permissions to others), check the Manage Users box. This user will be able to assign permissions to others, create new users, and view the Reporting tab, so they can see reports about the activity of other users.

Each user is also assigned a unique API key that can be used to access ClickBank’s API.

Descriptions for user permissions are shown at the top of the page. However, to clarify exactly what users can do with each type of permission:

  • Orders/Tickets – If a user only has Order/Tickets checked, they can only view and work on transactions that are related to customer support tickets. They are not able to see any other transactions.
  • Search Orders- A user with this permission can search for and work on any transaction within your accounts. By selecting this permission, you allow the user to view your transaction data.
  • API Read and API Read/Write- These permissions allow users to view and/or work on your account from within the API. By unchecking these boxes, you only allow the user to work from within the Master Account browser interface.

Based on their permissions, users can only be see certain tabs within the Master Account interface. Only the Master Account owner will ever see all the tabs. For example, even a user with all permissions will only see the Tickets, Transactions, Reporting, and Users tabs. They will never see the Dashboard or Accounts tabs.

Once you are finished setting permissions, click Save.

From the User Management screen, you can also reset users’ passwords or delete them.