Complete Guide to Using the Multi-Account Functionality in easyMailing

The multi-account functionality of easyMailing allows you to manage multiple accounts from a single user. It is ideal for managing different projects, business lines, or clients without needing to log out or use different credentials. With just one user, you can access all associated accounts and switch between them quickly and easily.

1. What is the Multi-Account Functionality?

The multi-account functionality allows you to manage multiple easyMailing accounts using a single user. This simplifies the centralized management of different projects without needing to switch sessions. Each account maintains its autonomy in terms of billing and configuration, but the main user can switch between them quickly.

2. How to Create New Accounts from the User Menu?

Follow these steps to create a new account directly from your user menu:

1 Access Your Main Account

Log in to easyMailing with your username and password.

2 Go to the User Menu

This menu is usually located in the upper right corner of the screen.

3 Click the Icon with a "+" Symbol

When you click this option, a form will appear for entering the details of the new account (name, contact information, etc.).

4 Fill in the Required Information

Complete all the requested fields to correctly configure the new account.

5 Save Changes

Once saved, the new account will automatically be associated with your user. From that moment, you can switch between your main account and the newly created account.

Advantages of Creating Accounts from the User Menu

• They are automatically associated with your user without additional steps.
• Facilitates centralized management of all accounts.
• Saves time by not having to log in with different credentials.

3. How to Access Other Associated Accounts?

If you have already created multiple accounts or have been associated with existing accounts, you can switch between them by following these steps:

1 Open the User Menu

Click on the icon or username located in the upper right corner.

2 Select the Desired Account

You will see a list of all accounts associated with your user.

3 Click on the Account to Manage

The platform will load the information and configuration specific to the selected account.

4. What to Do If the Account Was Not Created Using This Option and You Want to Add It to Your User?

If you already have an account created previously with another user or with independent credentials, you can unify it under your current user by submitting a request to the support team:

1 Open a Support Ticket

Provide detailed information such as the account ID or name and the associated email. Request that the account be linked to your easyMailing user.

2 Verification and Validation

The support team will verify that you are the account owner or that you are authorized to access it. After validation, the account will be added to your user.