Multi-account users

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A Qualifio user can be set up to access multiple accounts so as to quickly move back and forth between those various accounts when they need to. In this article, you’ll learn how to use a single login for multiple Qualifio accounts.

Only users with the "Owner" and/or “Administrator” roles can add and manage users. To be added as a user in an account, contact either an Administrator of that Qualifio account or an Owner of the parent organisation.

What is a multi-account user?

Qualifio supports the ability to use the same credentials to log into multiple accounts. You can even enable users to belong to multiple organisations. This is useful, for example, if you’re an agency using Qualifio to manage campaigns on behalf of clients who are also Qualifio customers. You can access all of your clients’ Qualifio accounts using your own credentials and from a single login 🙌🏼

Multi-account users can:

  • access multiple accounts with varying roles and permissions,
  • access those accounts from a single login, without having to log out and log back in using a separate email address,
  • easily switch between separate accounts whenever they’d like,
  • be linked to as many Qualifio accounts as they need, whether these accounts belong to one or more organisations.

How it works

Create access to multiple accounts in the same organisation

To give a user access to multiple accounts:

  1. Click Users from the Organisation menu.
  2. Click the user you want to edit.
  3. Spot the user’s Account access in the Engage tab.
  4. In the table, choose the user’s role and account. Learn more about Qualifio user roles
  5. Click +.

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Qualifio supports varying roles and permissions for the same user within separate accounts. For example, the same person could have Admin rights in one account, but be a Marketer in another.

Note: If you need to provide access to your organisation to an existing user in another organisation, you may need to contact our helpful Support Team.

After completing this setup, the user will be able to access their various accounts from the upper-left drop-down.

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Favourite account

What is my favourite account?

Your favourite account is the account you log in to when you access Qualifio. You can verify that by checking the name in the top left-hand corner, as shown here:

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Change my favourite account

When you log in with a profile that is attached to multiple accounts, you will automatically log in to your favourite account. If necessary, you can decide to change that account to the one you need.

  1. Click Profile in the top-right section, then click your profile photo or icon. Your profile appears.
  2. In the Engage tab, under "Account access", you will see the list of Qualifio accounts you have access to. You can tell which account is your current favourite by the yellow star icon next to it.
  3. Click on the star icon of the account you want to use as your new favourite.

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After completing the steps shown above, your favourite Qualifio account will open with every login.

Switch to another account

If you already have access to more than one account, and need to switch to another account:

  1. Log in to Qualifio.
  2. From the upper left, click on the account that you’re logged in to.
  3. You will see the list of accounts that you can access.
  4. To change accounts, click the one you’d like to switch to (from the drop-down).
  5. Qualifio will get you in the account you chose to access.

Frequently asked questions

Is this included in my licence?

Yes, the multi-account user feature is included in all our licences.

Can I copy my campaigns to my other accounts?

If you want to copy one of your campaigns from one account to the other, you will need to contact support. Note: there are a few conditions that must be met in order for it to work properly.

I'm getting an error when trying to create a user

If you receive the error: Sorry, that user already exists, make sure you’re not using the email address of an existing user. You cannot create a separate account with the same email address.

If you need to provide access to your organisation to an existing user in another organisation, you may need to contact our helpful Support Team.

Multi-account and SSO

Qualifio multi-account users may have access to accounts that use different login methods. In that case, the login method from your favourite account will apply.

Multi-account and 2FA

Users taking advantage of multi-account access might also have access to accounts with different security settings. In that case, the account security policy from your favourite account will apply.

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