Sub-Accounts

What are sub-accounts?

• If your plan includes this feature, admins of parent accounts can create sub-accounts, which are subsidiaries of the parent account in a parent-child hierarchy.
• Each sub-account can have its own Admin and User set, without having visibility of other sub-account activity.
• Admins of the parent account have visibility of all sub-account activity. For more information about user hierarchies you can review this article User Roles.
  
  

How can I enable sub-accounts?

If your bundle does not include sub-account creation, you will need to upgrade to a different plan. You can do this by clicking the Upgrade button and following the prompts.

What is the benefit of using sub-accounts?

• Team members needing to access the same information (e.g. monitor an inbox), don't have to share credentials.
• If a user leaves the organisation, they can simply be removed from the account without impacting any data or other users.
• Depending on how your organisation is structured, you can use sub-accounts to help improve visibility of campaigns by creating separation between various divisions or subsidiaries. For example:
  • • If you want to use your account to send messages relating to Marketing, Sales, Finance and Rostering, then you could create a sub-account for each purpose.
    • You can have separate inboxes and reporting - which may make it a lot easier to manage campaigns and engagement.

Parent Account

Every top-level customer account is referred to as a Parent Account as this is the overarching account with the ability to manage sub-accounts. An administrator accessing the parent account can conduct the following tasks:

• Create and manage sub-accounts
• Invite Users to the Parent Account or any Sub-Account(s)
• Access Billing Data
• Send messages
• Inbox management
• Create & manage contacts and contact groups (and share with sub-accounts)
• Create, manage and share Templates
• Email to SMS registrations
• Manage account settings
• Create automation rules
• Create and manage API keys
• Create and manage webhooks

Sub-Account

A sub-account can be created by an administrator of the Parent Account. Sub-accounts can have one or more users and have the following attributes:

• The sending entity - messages are sent on behalf of an account so reporting can be conducted on an account
• Inbox management
• Groups and Contacts
• Templates
• Email to SMS registrations
• Settings
• Automation Rules
• API Keys
• Webhooks

All users associated with a sub-account have access to the information above, so team members can access the same information without having to share with employees working outside the team. 

Users and Sub-Accounts

A user is simply a profile with access to login to the web portal, be it to the parent account or a sub-account. A user can be invited to one or more accounts by an account administrator, please see this article for a breakdown of the permissions held by each user type. Below is an example of a basic account structure, with four sub-accounts below the parent account, each having its own set of users: