Sub-Accounts
In this article:
- Explanation and overview of the relationship between parent accounts, sub-accounts, and users
- Instructions on how to create sub-accounts under your parent account
- Instructions on how to deactivate sub-accounts under the parent account
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:
