Sub-accounts allow separate departments, business units or divisions to operate independently with centralized oversight.
Each sub-account maintains separate contact records, lists, subscriptions, message management and external database synchronization.
Access and data privacy
The sub-account structure ensures that emails aren't accidentally sent to the wrong list since users can't access contacts from other sub-accounts and contact lists are separated for privacy. An exception is administrators who can access all data in every sub-account.
Administrators can access all data in all sub-accounts and create or remove sub-accounts. Sub-account administrators have full control within their own sub-account but can't create or remove sub-accounts. Read more about user roles.
Sub-accounts are operated independently without sharing contacts, reports, forms and other account settings.
Individual users can be assigned to access only a single sub-account or multiple designated sub-accounts.
Users cannot access data from sub-accounts other than theirs.
SSO and 2FA are managed centrally for all users across all sub-accounts.
Branding control and shared email templates
Super admins can control how much flexibility each sub-account has over their brand, which ranges from no limits (sub-accounts can use any colours, fonts and templates) to fully restricted (sub-accounts must use the provided branding).
Email templates can be shared across sub-accounts to ensure branding is consistent across the organization.
Each sub-account can use their own logo, brand colours and fonts or they can share the same branding.
Super admins can control how much flexibility sub-accounts have over their brand, which ranges from no limits (sub-accounts can use any colours, fonts and templates) to fully restricted (sub-accounts must use the provided branding).
Subscriptions and relationship with contacts
Each sub-account has their own set of subscriptions that are shown on sign-up forms and on the subscription preferences page (the "unsubscribe" page).
A contact unsubscribing from one sub-account doesn't affect subscription of the same contact in other sub-accounts.
In essence, sub-accounts maintain their own, separate relationships with contacts.
Sub-account pricing
There is a flat fee per sub-account in addition to other Envoke fees. Your main account and one sub-account are included with every billing plan at no extra cost. View the pricing page for details.
For monthly contact-based accounts the number of active contacts is the total of all active contacts across all sub-accounts and the main account. If the same contact exists in multiple sub-accounts they are counted multiple times since you're managing a separate relationship with that contact in each sub-account.
The example below has 7 sub-accounts in addition to the main account (eight accounts in total). There is no additional charge for the first sub-account. In this example 6 sub-accounts would be subject to the sub-account fee.
Creating a new subaccount
You can manage subaccounts from the Accounts navigation at the top right of the screen. Only administrators have access to manage sub-accounts.
If you aren't an administrator, the users list page will show you the name and contact details of your administrator(s).
Deleting a sub-account
You can delete subaccounts from the Accounts navigation at the top right of the screen. Only administrators have access to delete sub-accounts. To delete a subaccount click the "Delete a subaccount..." link at the bottom of the Subaccounts page. Then select the subaccount you wish to delete.
Important considerations:
You can't delete your main account, nor a subaccount you are currently logged into.
Users whose default subaccount is deleted cannot log in, even if they are assigned to additional subaccounts. Before deleting a subaccount, please ensure any users you want to keep are given a different default subaccount.
All data associated with deleted subaccounts will be permanently removed after 30 days.