Contact Us

Sub-Accounts

In this article:


Account owners on a post-paid plan can create sub-accounts, which are basically subsidiaries of the parent account. Each sub-account can have its own Admin and User set, without having visibility of other sub-account activity, while any administrator of the parent account will have visibility of all sub-account activity.


An example of this might be a sales business with a structure divided into regions, with each region having a manager and a number of team members reporting to them. In this example, each region would be a sub-account (with the regional manager as the admin), and their team members would be users on that sub-account. The business owner would be the admin on the parent account:




To create a new Sub-account:

You must first be logged in under the parent account, so go to the account selector at the top of the screen to select the parent account:


Once you have switched to the parent account:

1. Go to Accounts

2. Click on Sub-Account

3. Click on New Sub Account


4. Give your new Sub-Account a name


5. Click Create

Your new sub-account will now appear in the sub-account list. 


Deactivating a sub-account

To edit or deactivate this sub-account, click on the ellipses (three dots) on the right-hand side of the sub-account row:


In the resulting menu, select "Deactivate":


Confirm your action in the prompt:


Not what you're after? Try these articles...