What is a Master Account?

The Master Account is the top level of your WhatConverts structure. It serves as the administrative control center for your business or agency. From here, you can manage billing, users, permissions, security, and global automations for all connected Accounts and Profiles.

For agencies or multi-location businesses, the Master Account provides centralized visibility and control across every client or business unit.

Why Use a Master Account?

As organizations grow, managing multiple clients, teams, or business units becomes complex. Without a centralized structure, billing, permissions, and automation can quickly become fragmented and inconsistent.

The Master Account solves these challenges by offering:

• Centralized control: Manage all client or business Accounts from one login.
• Consistent setup: Apply automation rules, integrations, and alerts across multiple Accounts.
• Simplified billing: Consolidate all payments under one plan while keeping client data separate.
• Scalability: Add new clients, businesses, or locations as you grow.
• Security: Maintain privacy and control for all Accounts and Profiles in one place.

This structure makes WhatConverts flexible for both individual companies and agencies managing dozens or hundreds of clients.

Examples of How Businesses Use Master Accounts

The Master Account is automatically created when you sign up for WhatConverts. How you use it depends on your business structure:

• Single business: Manage everything under one Master Account and one Account.
• Agency: Use one Master Account to manage multiple client Accounts and Profiles.
• Multi-location business: Create one Master Account for your organization, one Account per region or division, and Profiles for each branch or website.

Related Topics

• Understand the WhatConverts Account Hierarchy
• Understand the Master Account Settings
• Understand the Account Settings
• Set Up Your Account Structure as an Agency
• Search and Navigate Accounts with the Account Navigator