Switch between Prezly accounts
Manage multiple Prezly accounts.
Prezly is uniquely set up to handle multiple Prezly accounts - if you have the same email address registered to more than one account you can switch between accounts using the account switcher.
Adding new Prezly accounts and switching between them is a good option if you wanted to keep the contacts, stories and campaigns completely separated (big regional or global teams might do this).
There's no need to create new accounts within Prezly as you bring on more clients. Within a single Prezly account clients (whether brands, internal departments, or even global regions) can be represented by Sites, one for each client. Stories and Campaigns can be attributed back to individual sites, all sharing a single set of contacts in the CRM.
How do I create new Prezly accounts?
On the Settings pop-up menu, click on + Create new account.
Then, you will see a form, where you can fill in the business or company name of the additional account you wish to add.
How do I switch between Prezly accounts?
- Your account(s) and the option to create new accounts can be found in the Settings pop-up menu when you click on your account name in the top left corner of the page.
- Click on the account you would like to start working in.
- Once you've clicked on the account name, you will be taken to the main dashboard page of that account. Simples!
Pro tip
Want to add an already existing account to your list of accounts? You can do this without having to create a new one!
All you need is an invitation to join the other account sent to the email address you use for Prezly. Once you accept the invitation, the account will automatically be added to your list of accounts under the Settings dropdown and your Manage accounts page.
Managing accounts
To get to the Manage accounts page, go to Settings and click Manage accounts.
The Manage accounts page is an overview of all your Prezly accounts, where you can choose to hide them from your Settings dropdown and see whether they are active, expired, or still a trial account.
Account status
All accounts with a running subscription have an active status. You will see the "Trial" status if the account has just been created or the "Expired" status if the accounts has been temporarily suspended due to an unpaid invoice.
Hiding accounts from the dropdown
If you work across many accounts and wish to minimize the number of accounts you see on your Accounts and Settings dropdown, simply switch the toggle under the Visibility column off.
The account will not be completely removed from your list of accounts and will always be accessible from the Manage accounts page.
FAQs
I have another Prezly account with a different email address. What do I do?
The email address cannot be changed because all connected accounts must share the same login details. If you are currently managing more than one Prezly account using a different email address, please contact our Support team for assistance.