Sub accounts

This article explains what sub accounts are, how you can enable, create and configure them, and what the benefits are to using them.

• Sub accounts are subsidiaries of parent accounts, admins of parent accounts are able to create them and add users to them.
• 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.

Benefits of using sub accounts

• Team members needing to access to the platform can do so without necessarily having access to their colleagues/ other departments accounts. You can however choose to share contact lists and templates between sub accounts so that they don't need to be re-created.  
• If a user leaves the organisation, they can simply be removed from the account or sub account, without impacting any data or other users.
• 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 department.
• You can have separate inboxes and reporting - making it a lot easier to manage campaigns and engagement.
   

Enable sub accounts

Sub account creation is enabled by default on some of our plans. If your subscription does not include sub account creation, you will need to upgrade to a different plan. You can do this by Navigating to Settings > Account > Sub accounts and then clicking the Upgrade button and following the prompts.

Create and manage sub accounts

Create a sub account

Once the functionality is enabled, navigate to Settings > Account > Sub accounts and click New sub account:

Next you will presented with a form to complete. You need to:

• Create a name for your new sub account (e.g. Marketing Team)
• Choose a daily and/ or monthly SMS limit - more info about SMS limits can be found here 

Using a drop down menu you also have the option to select existing users from your parent account and assign them as users of the new sub account. They will retain access to the parent account - if you want to adjust this you can do so by editing their user profile afterwards.

Deactivate a sub account

1. Login to the and check your user role to ensure that you have administrator credentials. If you are an admin of multiple accounts, use the account switcher to navigate to the required parent account.
2. Next navigate to Settings > Account > Sub accounts
3. Locate the sub account you wish to deactivate
4. Click then the three dots and Deactivate

Users and sub accounts

A user is a profile with access to login to the 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: