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
Admins of post-paid parent accounts can create "Level 1" 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.
This is an example of a basic account structure, with four sub-accounts below the parent account, each having it's own set of users:
In turn, admins on a Level 1 sub-account (or admins of the parent account who log in to the sub-account) can create Level 2 sub-account - and so on - all the way down to Level 5. As with the relationship between parent and Level 1 sub-accounts, each sub-account can only see it's own activity and that of it's associated lower-level sub-accounts.
This is an example of a more complex account structure, with three levels of sub-accounts, each with it's own set of users:
Note: You can also have users assigned to the parent account
Why would you need so many sub-accounts?
Depending on how your organisation is structured, you can use sub-accounts to help improve visibility of campaigns and costs by creating separation between various divisions or subsidiaries. For example, if you want to use your MessageMedia account to send messages relating to Marketing, Sales, Finance and Rostering, then you could create a sub-account for each purpose. This way you have separate invoice lines for each department as well as having separate inboxes and reporting - which may make it a lot easier to manage campaigns and engagement.
Why would a sub-account need a sub-account?
Imagine a national retail chain with a central head office and multiple regional offices, each managing its own group of stores, and each store using SMS messaging for marketing, sales support, and rostering. In that example, the company HQ holds the parent account, each regional office is a level 1 sub-account, each store is a level 2 sub-account (beneath it's respected regional office) and each department is a level 3 sub-account under their respective stores. This means that the HQ parent account can have a very granular view of SMS activity across the business, and each regional office can see clearly the SMS activity within their region by both store and department.
How to create a Sub-account:
To create a sub-account, you must have either Administrator or Advanced user access.
Go to Accounts, then Sub-Accounts, and click on New Sub Account
Next you will need to configure the sub-account as follows:
1. Give your new sub-account a name
2. Set the SMS limits (if required - you can leave these blank if preferred)
3. Assign any users of the parent account to the sub-account (these users will still remain on the parent account as well, and their roles on the parent account will be carried over to the sub-account)
Once you are happy with your settings, click Create sub-account
Your new sub-account will now appear in the sub-account list.
To edit or deactivate this sub-account, click on the three dots on the right-hand side and select the required action from the menu:
Logging in to Sub-accounts
As an admin on the parent account, you can log into sub-accounts from either the account switcher or the sub-account page.
To use the account switcher, simply click on the arrow next to your account name and select the sub-account from the drop-down menu:
Alternatively, go to Accounts, then Sub-accounts, and click on Login next to the account to which you wish to log in:
If you wish to return to the parent account, use the account switcher at the top of the screen.
Note - Users of the Parent account can access any level of sub-account via the account switcher:
