Creating Sub-accounts

Admins of account 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 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:

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.