How to Create & Manage Sub-Accounts

In this article:

• Instructions on how to create sub-accounts under your parent account
• Instructions on how to log into a specific sub-account
• Instructions on how to deactivate sub-accounts under the parent account

How to Create a Sub-Account:

To create a sub-account, you must have either Administrator or Advanced user access.

Go to Settings, 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 existing parent account users to the sub-account. If you'd like to create a new user and limit their access to the sub-account, just leave this field blank and you can invite them directly from the sub-account settings. Read this article to learn how.

Note -when an existing user from a parent account is assigned to a sub-account, their existing parent account role/permissions will be carried over.

Once you're happy with your settings, click Create sub-account:

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

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 initials at the top of the main menu and select the sub-account from the pop-out menu:

Alternatively, go to Settings, 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 menu.

Note - Users of the Parent account can access any sub-account via the account switcher.

Deactivating and Editing a Sub-Account

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: